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Update matter records from spreadsheet into table daily

Update matter records from spreadsheet into table daily

Your matter records become outdated when spreadsheet edits aren't synced, leaving case managers with incomplete context. It aligns client and matter fields so billing and intake use accurate records each business day.

Update matter records from spreadsheet into table daily

Overview

Manual reconciliation between your matter spreadsheet and the central table wastes time and risks billing mistakes. This flow keeps client and matter fields aligned automatically each business day so case managers and billing staff work from accurate records before daily reviews.

Update matter records from spreadsheet into table daily