Legal data analysts: centralize signed retainers and attachments

Legal data analysts find signed retainers lost in inboxes, causing misfiling and billing delays. This workflow files each retainer attachment into client and central folders so legal admins and attorneys have organized access.

Overview

Law firms risk misfiled signed retainers that delay billing and case intake. Centralizing attachments into client and retainer folders keeps legal admins and attorneys instantly aligned, eliminating missed documents and enabling faster handoffs with an auditable upload trail.

Notable Features

Save retainer attachments to folders
Sort files into client folders
Notify legal admins and attorneys