1.Detect new file in folder
Integrate Box and file monitoring tools to watch the processing folder for new scanned documents and start intake item creation.
Create matter intake items from scanned mail files
Automatically monitor new scanned file uploads across Box for legal intake and document triage. Create and update matter items when new scanned file drops, email scan file appears, or filenames match triage keywords β so you can create intake records, flag email scans, and assign coordinators without manual reporting.
How this automation accelerates matter intake review
When new scanned mail files arrive, delayed sorting slows legal intake and increases the chance of missed triage. This automation watches the Box folder, creates intake items, and flags email scans on monday.comβso your team can review promptly without manual triage updates.
Boxor swap with your favorite app
2.Creates intake board item
Integrate monday.com and mapping workflows to create a new intake item, mapping file name, link, and key metadata to the record.
monday.comor swap with your favorite app
3.Filters qualifying email scans
Integrate Filter by Zapier and document matching rules to continue only for qualifying email-origin files based on configured patterns.
Filter by Zapieror swap with your favorite app
4.Updates item for triage
Integrate monday.com and intake routing fields to update the checkbox or status, add a triage tag, and flag for review.
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Accelerate client intake with automated lead capture, matter routing, and intake alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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