Keep case managers on top of confirmations in intake sheet

Case managers miss updates when confirmation docs go unlogged, risking missed filings. It logs confirmations to the intake master sheet so operations staff see status and filing date.

Overview

Missed confirmation entries create filing risk and slow case progress for operations and case managers. This workflow ensures every confirmation document updates your intake master sheet, eliminating manual entry and giving operations immediate visibility into submission status and filing date.

Notable Features

Update intake master sheet instantly
Match confirmation to matter record
Create audit-friendly submission timestamp