1.Watches updated letter status
Integrate monday.com and matter tracking boards to watch updated column values to centralize finalized letter data.
Send client letters, attach PDF, and archive to matter folder
Automatically detect finalized client letter status changes across monday.com boards and Microsoft apps. Send client PDFs by email, upload them to the matter Letters folder, and archive them for recordkeepingβso you can avoid manual reporting.
How this automation archives client letter records
When a finalized client letter sits unmailed or unfiled, recordkeeping gaps can slow legal review. This automation watches status changes in monday.com, emails the client with the PDF, and uploads the file into the matter Letters folderβso your team can keep matters complete.
monday.comor swap with your favorite app
2.Filters qualifying mailing records
Integrate Filter by Zapier and workflow conditions to evaluate record criteria and continue only for required mailings.
Filter by Zapieror swap with your favorite app
3.Sends client email with PDF
Integrate Microsoft Exchange and compliance inboxes to send an email and attach the PDF from the file column.
Microsoft Exchangeor swap with your favorite app
4.Uploads PDF into matter folder
Integrate Microsoft SharePoint and file storage systems to upload the PDF into the matter Letters folder and create folders as needed.
Microsoft SharePointor swap with your favorite app
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Streamline legal matter tracking with automated matter intake, deadline updates, and record routing
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