Keep business owners' legal matter attachments organized and accessible

Business owners overseeing legal matters find non-image attachments buried in email, causing attorneys to miss evidence. This flow files attachments to the right matter so lawyers find correspondence and evidence fast.

Overview

Missing attachments put cases at risk and force lawyers into time-consuming manual searches. This workflow files non-image email attachments to the correct matter and notifies attorneys, eliminating manual searching and keeping evidence organized for reliable case review.

Notable Features

Save non-image attachments to matters
Route attachments to the correct matter
Notify attorneys when evidence uploads