Log offer changes to tracking sheets and notify team

When offer steps change, your matter tracking and lead records fall out of sync and reviews are delayed. Capture offer details to dashboards, prefill attorney review forms, and notify the settlement channel same day.

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Overview

Offer changes often leave paralegals and the managing attorney hunting for the latest details, which delays evaluations and settlements. This flow centralizes offer information into your dashboard, prefills the attorney review form, updates lead records when available, and posts a settlement-team alert so decisions happen same day.