Legal practice owners: keep shipping lists up to date

Legal practice owners miss client addresses when cases enter Treatment, causing missed shipments and unhappy clients. It adds contact info to your shipping sheet so fulfillment starts immediately.

Overview

Small law firms risk missed client deliverables when addresses aren't captured as cases move to Treatment. This workflow ensures every client in Treatment appears in the shipping sheet, minimizing missed shipments and enabling faster fulfillment handoffs.

Notable Features

Add contact rows to spreadsheet
Filter projects entering treatment phase
Notify operations staff of entries