Create welcome box task from updated matter row

Your updated matter rows often don't create a welcome box task, leaving intake coordinators unsure which clients need shipment. That ensures packages are prepared and sent same day.

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Overview

For a small family-law firm, missed or unclear welcome-box tasks waste staff time and delay client onboarding. This workflow turns spreadsheet updates into prioritized case tasks and instant team alerts so packages are prepared and out the door same day.