Save intake PDFs from updated records to shared folder

Your intake records arrive with client PDFs that aren't filed, delaying case preparation. Centralize those PDFs into your shared case folder for immediate access and same-day review.

Overview

Intake PDFs left unfiled slow down casework and risk missed deadlines. This flow captures qualifying attachments from updated records and files them into a shared case folder automatically, giving legal assistants and coordinators immediate access for same-day review.