Update intake sheet when filing confirmation document is added

Filing confirmations aren't linked to matters, leaving intake rows stale. It updates the master intake sheet with status and filing date for same-day follow-up.

Update intake sheet when filing confirmation document is added

Overview

When filing confirmations sit disconnected from intake records, coordinators waste time reconciling status and clients get delayed updates. This flow links each confirmation to the master intake sheet so paralegals see filing status and date within minutes, enabling same-day follow-up and cleaner handoffs.

Update intake sheet when filing confirmation document is added