Update master matters sheet from emailed CSVs automatically
Update master matters sheet from emailed CSVs automatically
Intake CSV attachments with new matter rows often don't update your master spreadsheet, causing onboarding delays. Keep the master matters sheet current so intake and billing teams can act same day.
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Overview
Emailed intake CSVs often sit in inboxes or require manual copying, creating onboarding bottlenecks. This flow converts and replaces the central matters sheet automatically so intake and billing see current records within minutes, enabling same-day client setup.