Update case master sheet after initial review completes
Update case master sheet after initial review completes
Your case review tasks end up untracked in the master spreadsheet, delaying filing preparation and coordinator handoffs. Keep the master sheet current so coordinators can prep files same day.
Overview
Designated review tasks often finish without corresponding updates in the master tracker, which delays filing prep and creates confusion for coordinators. This flow writes completed review dates and statuses to your master sheet within minutes, enabling same-day file preparation and smoother case handoffs.