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Create secure case folders and notify response team

Create secure case folders and notify response team

Your incoming client documents arrive without a tracked case folder, delaying compliance review and reviewer context. The workflow stores files in a case folder and notifies coordinators same day.

Create secure case folders and notify response team

Overview

When client documents land outside your records, reviewers waste time searching and compliance reviews stall. This flow creates a secured case folder and notifies coordinators so files and context are available within minutes, keeping reviews on schedule.

Create secure case folders and notify response team