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Create scorecard row from completed case management task

Create scorecard row from completed case management task

Your completed case tasks aren't recorded in a central scorecard, delaying visibility into matter intake and outcomes. Add rows to a shared workbook so managers and attorneys see updates the same day.

Create scorecard row from completed case management task

Overview

Incomplete case task records blind managers and delay billing readiness. This workflow captures completed matter tasks and appends formatted rows to your shared scorecard, giving program coordinators and attorneys same-day visibility ahead of monthly reviews.

Create scorecard row from completed case management task