Save incoming client email attachments to matter folders
Save incoming client email attachments to matter folders
Your client email attachments pile up in inboxes, delaying access to invoices and signed documents. They are routed to matter folders so paralegals can retrieve files quickly, often within minutes.
Overview
Inbox attachments often hide invoices and signed client documents, costing paralegals billable time and delaying matter work. This flow captures those attachments and files them to matter folders automatically, giving staff immediate access and reducing retrieval time within minutes.