For law firms: keep client attachments filed to matters

Operations coordinators at law firms miss client email attachments, leaving case files incomplete and risking missed filings. Uploads non-image attachments to correct matters so attorneys can review.

Overview

Inbound client attachments hidden in inboxes create incomplete case files and risk missed filings — a liability for any law firm. This workflow routes non-image email attachments directly into the correct matter and records an audit trail, eliminating manual upload work and ensuring attorneys always find required documents.

Notable Features

Upload email attachments to matters
Match emails to matters by subject
Log upload activity for audits