Upload and log overdue task reports to master
Upload and log overdue task reports to master
Your overdue task report email attachments sit in inboxes and delay case follow-up and billing. It files each report to the client folder and logs a master tracker row so paralegals can act same day.
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Overview
When overdue-task reports arrive by email they often sit in inboxes and slow case follow-up and billing prep. This workflow files each report to the client folder and logs a row in your master tracker so paralegals and admins have up-to-date counts the same day.