Keep project managers' case evidence organized and accessible
Keep project managers' case evidence organized and accessible
Project managers lose pre-litigation attachments when files aren't saved to the claimant's case folder. It files each attachment into the claimant's evidence folder so legal and ops can access originals.
Overview
Misplaced pre-litigation files slow down legal review and frustrate project managers. This workflow files every submitted attachment into the claimant's central evidence folder and updates the case record, eliminating manual transfers and ensuring legal and ops always reference original documents. Teams report fewer lost attachments and faster handoffs.
Notable Features
- Upload attachments to claimant folders
- Add evidence links to case record
- Notify legal and operations staff