Attach incoming client files to CRM and drive
Attach incoming client files to CRM and drive
Your client attachments arrive in inboxes without a linked case, leaving intake coordinators unable to locate documents. Files are linked to the client and deal so your team can access them quickly.
Overview
Incoming client attachments often sit in inboxes and are unavailable to intake or billing, delaying case work. This flow centralizes those files into a shared client folder and links them to CRM records, so intake coordinators and case managers can find documents and act the same day.