Skip to content
Templates
Create matter folder and alert intake team on paid docs

Create matter folder and alert intake team on paid docs

When paid engagement documents arrive, your matter intake stalls and client work sits unassigned. It creates a standardized matter folder and alerts intake so work begins same day.

Create matter folder and alert intake team on paid docs

Workflow preview:

Zap details:

Overview

Manual matter setup after a paid engagement wastes time and risks lost momentum for client work. This flow creates a standardized matter folder, cleans recipient data, and advances the CRM so intake coordinators can start work the same day.

Create matter folder and alert intake team on paid docs