Skip to content
Log inSign up
Templates
Create T5 submission cards from labeled client cards

Create T5 submission cards from labeled client cards

Your client cards labeled T5 don't create submission cards, leaving reviewers without filing context. Create a submission card with client details so reviewers can triage filings same day.

Create T5 submission cards from labeled client cards

Overview

When a client card is marked for T5, reviewers need a dedicated submission task with full client context or filings stall. This copies the client details and parsed year into a submission card on your processing board so reviewers can triage and prepare filings the same day.

Create T5 submission cards from labeled client cards