Create intake records from uploaded batch files

Your bulk filing uploads arrive as archive files, leaving billing without structured row data. It creates standardized intake records so filing coordinators can triage and bill same day.

Overview

Bulk filing archives often arrive as compressed bundles that require manual extraction, costing your filing coordinators time and delaying invoicing. This flow extracts files, matches sheet rows to state lookups, and creates intake records so coordinators can triage and bill same day.