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Create matter upload tasks from incoming court filing emails

Your court filing emails and PDFs sit in inboxes unassigned, risking missed uploads and late client notifications. It creates prioritized upload tasks for your admin team so filings are attached same day.

Create matter upload tasks from incoming court filing emails

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Overview

When filing PDFs land in inboxes without owners, uploads and client notifications slip through the cracks. This flow turns qualifying filing emails into deduplicated, prioritized upload tasks and a triage message so your admin team acts within the workday and filings are attached same day.

Create matter upload tasks from incoming court filing emails