1.Detect new file on litigation record
Integrate Salesforce and CRM data tools to capture new attachment references and map the parent matter reference.
Copy litigation attachments into matter folders for teams
Automatically monitor new litigation files on record in Salesforce across Salesforce and Google Drive. Create and update when case identifiers match, folders are missing, or supported attachments arriveβso you can find matters, create matter folders, and upload renamed evidence without manual filing.
How this automation organizes your evidence folders
When a new litigation attachment is added to a record, evidence can stay scattered and teams lose time searching. This automation maps matter references and creates matter folders, then uploads and renames attachments in your shared driveβso your team can keep an organized evidence repository.
Salesforceor swap with your favorite app
2.Map case and client details
Integrate Salesforce and data mapping tools to find the matter record and map case identifier and client name fields.
3.Find or create matter folder
Integrate Google Drive and shared drive organization tools to search for the client matter folder and create it if missing.
Google Driveor swap with your favorite app
4.Upload and rename attachment
Integrate Google Drive and file handling tools to upload the file into the matter subfolder and rename it using client name and attachment title.
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Step 1
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