Legal PMs: attach intake forms to matters automatically

Project managers miss intake questionnaire attachments, leaving client files unlinked and delaying case review. It attaches each form to the correct matter so reviews start without hunting for files.

Overview

Misplaced intake files create bottlenecks and risk missed deadlines for matters. This flow guarantees each questionnaire file lands on the correct matter, eliminating manual uploads and speeding case review start. Customers report fewer document errors and more consistent handoffs.

Notable Features

Attach intake files to matters
Create matter linked document records
Notify project managers when attached