For law firm CEOs: keep lawyer-assigned cases ready for triage

Law firm CEOs miss lawyer-assigned rows in sprawling spreadsheets, causing triage blind spots and inaccurate reports. Keep a 'Has a lawyer' sheet updated so ops staff start triage with current cases.

Overview

Missing lawyer assignments creates triage blind spots and unreliable reporting that can delay client matters. This workflow routes every case marked 'Lawyer = Yes' into a dedicated 'Has a lawyer' sheet so operations start triage with current cases, eliminating missed follow-ups and keeping reports accurate.

Notable Features

Copy rows when Lawyer field equals Yes
Prevent duplicate rows on paste
Notify operations staff of new cases