Update case log when attorney completes strategy task
Update case log when attorney completes strategy task
You miss updating case logs when attorneys mark strategy tasks complete, which stalls scheduling, intake, and deadline coordination across matters. This keeps matter dates and flags current for team review same day.
Workflow preview:
Zap details:
Overview
When an attorney marks a strategy task complete, this workflow writes the completion and due dates plus a completed flag into your central case log so coordinators and associate attorneys always see current matter status. That removes manual updates and gets the team aligned for same-day next steps ahead of court deadlines.