Skip to content
Save retainer emails and PDFs for intake clerks before filing

Save retainer emails and PDFs for intake clerks before filing

Retainer emails with signed PDFs arrive unfiled and cause missed billing and slower matter setup. Files go to the client folder and matter record so billing proceeds before the next billing run.

Save retainer emails and PDFs for intake clerks before filing

Workflow preview:

Zap details:

Save retainer emails and PDFs for intake clerks before filing