Update weekly matter tracker from onboarding call rows

Your onboarding call rows and case lookups live in separate sheets, causing manual updates. Program coordinators get accurate status before the weekly report.

Update weekly matter tracker from onboarding call rows

Overview

Manual handoffs between intake sheets and the weekly tracker create reporting gaps and waste staff time; syncing those feeds closes the loop. With this flow, program coordinators and practice leads see accurate matter status before each weekly report.

Update weekly matter tracker from onboarding call rows