Save signed retainer PDFs into client matter folders

You miss or misfile signed retainer PDFs that arrive by email, causing intake delays and billing confusion. Files are filed into the correct matter and client folders the same day.

Overview

Signed retainers trapped in inboxes slow intake and delay billing. This flow extracts the matter reference, files the executed PDF into the correct client and matter folders, and verifies the matter record so admins and attorneys can start billing and onboarding the same day.