Update matter scorecard when board columns change in sheet
Update matter scorecard when board columns change in sheet
Your matter scorecards go out of sync when board columns change, leaving attorneys without KPI context. The scorecard updates keep KPIs current so your team reviews accurate metrics before weekly meetings.
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Overview
Board changes should drive accurate matter KPIs without manual work; this flow keeps your scorecards aligned with the board so attorneys and project managers spend time on cases, not reconciliation. Expect updated metrics within minutes and current data before weekly status meetings.