Keep legal deal files attached from support tickets

Technical operations directors see ticket attachments unlinked from deals, stalling proposals. It attaches ticket links to the matched CRM deal so sales and proposal reps find files.

Overview

Unlinked ticket attachments create proposal and compliance risks for law firms. This workflow appends every ticket file to the matching CRM deal, turning scattered documents into one auditable deal record and removing manual lookups. Legal and proposal teams report faster access to required files and fewer missed attachments during review.

Notable Features

Attach ticket links to deals
Search CRM deals by ticket summary
Notify sales and proposal reps