Update division master list when case summary changes
Update division master list when case summary changes
Case summaries can drift from the master sheet, causing assignment mismatches. Keep the master list current so project managers and associates have accurate assignments same day.
Overview
Stale master lists waste time and create risk—attorneys and project managers need a single source of truth. This flow aligns case summary edits to your central tracker and highlights mismatches so corrections happen the same day.