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Create triage tasks for scanned mail in drive

Create triage tasks for scanned mail in drive

Your scanned mail PDFs sit in a shared folder with no owner, leaving dates and client context untracked. You get routed review and deadline tasks so hearings and bills are captured same day.

Create triage tasks for scanned mail in drive

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Overview

Scanned mail frequently arrives without clear owners or dates, which lets hearings and billing deadlines slip. This flow converts each scan into a summarized task and a deadline alert so paralegals and attorneys can act the same day and keep calendars and billing on time.

Create triage tasks for scanned mail in drive