Update matter filing date in your team tracking sheet

Completed Notice of Appeal tasks aren't added to the matter tracker, leaving filing dates missing and deadlines unclear. Get filing dates recorded automatically so attorneys see accurate timelines same day.

Workflow preview:

Zap details:

Overview

When a filing task is completed, the tracker needs to reflect that immediately so case teams can schedule the next steps. This flow captures the completed date and writes it to the shared sheet, giving attorneys and managers accurate timelines the same day.