Keep legal file links attached to CRM records

Intake coordinators and attorneys lose links when NAS uploads go untracked, risking delayed intake. Create CRM file records with share links from matching uploads so attorneys can start cases faster.

Overview

Orphaned network files slow legal intake and create discovery risk for practices. This workflow captures matching uploads, creates CRM file records with share links, and notifies intake coordinators and attorneys to eliminate missed file associations. Firms report faster handoffs and fewer missed file links after deploying similar flows.

Notable Features

Detect network file uploads matching intake
Create CRM file records with links
Notify intake coordinators and attorneys