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Update converted case rows in your reporting sheet

Update converted case rows in your reporting sheet

Your converted matter entries skip the conversions sheet, causing allocation and reporting gaps. It keeps your conversions sheet current so intake and revenue teams can act same day.

Update converted case rows in your reporting sheet

Overview

When converted matters miss your reporting sheet, allocation and revenue reporting fall behind. This workflow ensures every converted submission creates or updates a single conversions row, giving intake and revenue staff accurate records to act on the same day.

Update converted case rows in your reporting sheet