- File & Folder Automation
- File & Folder Management
- Automated client folders
Create structured client folders in cloud storage for new client matters
Automatically create and organize dedicated client folders in cloud storage whenever a new client matter is initiated, ensuring all related documents are stored in a consistent structure. This automation reduces manual setup and minimizes errors by generating subfolders for contracts, project plans, and communications. It enhances team productivity by providing immediate access to a standardized folder hierarchy and links integrated into your CRM or project management tools.
Filter by common apps:
Dubsado
Google Drive
Lawmatics
Jobber
Acuity Scheduling
Gmail
Todoist
Array
Filter by Zapier
Pipedrive
Proposify
- Stay Organized: Automatically Create a Dedicated Google Drive Folder for Each Client When They Sign a Dubsado Contract
- Stay Organized: Automatically Create a Structured Client Folder in Google Drive When a New Matter is Finalized in Lawmatics
Stay Organized: Automatically Create a Structured Client Folder in Google Drive When a New Matter is Finalized in Lawmatics
- Stay Organized: Automatically Create a Dedicated Google Drive Folder for Every New Client in Jobber
Stay Organized: Automatically Create a Dedicated Google Drive Folder for Every New Client in Jobber
- Get a Personalized Email and Access to Your Resources After Scheduling with Acuity Scheduling, Google Drive, and Gmail
Get a Personalized Email and Access to Your Resources After Scheduling with Acuity Scheduling, Google Drive, and Gmail
- Stay Organized: Automatically Create a New Project in Todoist When a New Client Folder is Added in Google Drive
Stay Organized: Automatically Create a New Project in Todoist When a New Client Folder is Added in Google Drive
- Stay Organized: Automatically Create and Organize Folders in Google Drive with Updated Client Contract Information
Stay Organized: Automatically Create and Organize Folders in Google Drive with Updated Client Contract Information
- Automatically Create Client Folders in Google Drive and Update Pipedrive Deals with Folder Links
Automatically Create Client Folders in Google Drive and Update Pipedrive Deals with Folder Links
- Stay Organized: Automatically Create a New Client Folder in Google Drive When a Proposal is Signed in Proposify
Stay Organized: Automatically Create a New Client Folder in Google Drive When a Proposal is Signed in Proposify
