Create legal transaction record, folder, and filing request
Create legal transaction record, folder, and filing request
Your transactions often arrive without a case folder or filing request, delaying intake. The workflow creates the record, Drive folders, and filing request so coordinators can start same day.
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Overview
When legal intake arrives without folders or a filing order, coordinators waste time rebuilding context. This flow captures the new transaction, provisions Drive folders, and triggers the filing request so your team can begin work same day and avoid intake delays.