Consulting principals: capture and route materials intake

Principal consultants miss submissions in forms, delaying client deliverables. It archives attachments to a shared drive and notifies project leads, ensuring faster handoffs and organized review.

Overview

Missed materials create bottlenecks that delay client deliverables and strain consulting relationships. This workflow captures every submission, archives attachments to a shared drive, and routes tasks and alerts to the right project lead so handoffs are reliable. The outcome is faster handoffs, fewer missed submissions, and clearer project ownership across engagements.

Notable Features

Capture submissions with attachments
Archive files to shared drive
Notify project leads instantly