Keep attorney intake auditable by logging reception messages

Attorneys miss top-level reception posts, leaving intake untraceable. Every reception message is logged to a central spreadsheet so intake can start follow-up quickly.

Overview

Missed reception messages create untraceable intake and compliance blind spots for legal services firms. This workflow captures every top-level reception post into a central spreadsheet, turning ad-hoc messages into an auditable intake register so intake and ops start follow-up quickly.

Notable Features

Log every reception message to spreadsheet
Ignore threaded replies to avoid noise
Attach sender, permalink, and timestamp