Upload completed contract PDFs to client matter folders
Upload completed contract PDFs to client matter folders
Completed contract PDFs scattered in your inboxes stall case work. This files each signed PDF into the client matter folder so teams have documents ready same day.
Overview
Signed contracts stuck in inboxes delay onboarding and billing; this captures completed PDFs and files them to the client matter folder automatically. Case teams gain access to signed agreements the same day so work proceeds without manual retrieval.