Upload client files into designated agent file folders
Upload client files into designated agent file folders
Your client document uploads often land in the wrong agent folder, delaying billing and casework handoffs. Files route to the correct agent folder automatically so staff can access them same day.
Overview
When client PDFs land in the wrong folder, billing and eligibility checks stall and staff waste time hunting files. This flow routes each upload to the right agent folder and alerts operations when an owner can't be found, so documents are available same day.