Update case master spreadsheet when team completes review
Update case master spreadsheet when team completes review
Your matter tracker slips when review tasks finish unrecorded, creating handoff delays and reporting gaps. Keep the master sheet current so paralegals and managers see review dates same day.
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Overview
When internal review completions don't land in the master tracker, handoffs stall and deadlines slip. This flow keeps the shared case spreadsheet current, so paralegals and project managers see accurate review dates and act the same day.