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Add received fax to client matter and notify owner

Add received fax to client matter and notify owner

Your incoming client faxes lack matter context, slowing triage and delaying attorney review. Get faxes logged, linked to the right matter, and routed to owners same day.

Add received fax to client matter and notify owner

Overview

When faxes arrive without context, partners and case managers spend time hunting for the right matter and documents sit unfiled. This workflow captures each received fax, extracts a likely client name, links the file to the matching matter, and logs the event so files are triaged and actionable same day.

Add received fax to client matter and notify owner