Keep law firm referrals sheet current with prospect updates

Intake staff miss referrals when prospect records go stale, risking lost intake and scheduling errors. Updates flow to the referrals sheet with name, created date and status so intake can follow up.

Overview

Law firms lose referral momentum when prospect records fall out of date, creating missed handoffs and scheduling friction. This workflow keeps your referrals spreadsheet accurate so intake can begin follow-up promptly, eliminating manual updates and preventing missed opportunities. Customers report cleaner referral records and faster handoffs after implementing similar flows.

Notable Features

Write prospect updates to sheet
Update name, created date, status
Alert intake when records change