- 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:
Proposify
Google Drive
Dubsado
Lawmatics
Jobber
Ignition
Filter by Zapier
Formatter by Zapier
Acuity Scheduling
Gmail
Todoist
Array
Pipedrive
- Create a new client folder in Google Drive when a proposal is signed in Proposify
- Create a dedicated folder in Google Drive for each client in Dubsado when they sign a contract
Create a dedicated folder in Google Drive for each client in Dubsado when they sign a contract
- Create structured client folder in Google Drive when new matter is finalized in Lawmatics
Create structured client folder in Google Drive when new matter is finalized in Lawmatics
- Create a dedicated folder in Google Drive for each new client in Jobber
Create a dedicated folder in Google Drive for each new client in Jobber
- Create a new folder in Google Drive for accepted proposals in Ignition
Create a new folder in Google Drive for accepted proposals in Ignition
- Create folder in Google Drive, share it, and send email via Gmail after Acuity Scheduling appointment
Create folder in Google Drive, share it, and send email via Gmail after Acuity Scheduling appointment
- Create new project in Todoist when a new folder is added in Google Drive
Create new project in Todoist when a new folder is added in Google Drive
- Create a new folder in Google Drive and organize it by updated client contract information
Create a new folder in Google Drive and organize it by updated client contract information
- Create client folder in Google Drive, and update Pipedrive deal with folder link
Create client folder in Google Drive, and update Pipedrive deal with folder link
