Keep legal matter numbers logged in one spreadsheet

Law firm owners miss nine-digit matter numbers on record updates, risking billing errors. It extracts each nine-digit matter number and logs it to a spreadsheet so billing and follow-up are accurate.

Overview

Law firms face billing gaps and extra reconciliation when matter identifiers slip through record updates. This workflow captures nine-digit matter numbers and writes them to a single, searchable spreadsheet, eliminating missed identifiers and simplifying reporting. Firms report fewer manual lookups and cleaner billing records.

Notable Features

Extract nine-digit matter numbers
Append entries to central spreadsheet
Flag missing or malformed IDs