Incoming email and fax documents are captured and routed to the right client folder, with anything uncertain left for a person.
What we built it with: Power Automate ยท SharePoint
A law firm receives documents all day by email and fax. Each one belongs in a specific client's folder.
The firm wanted that filing handled automatically, without losing documents or filing them twice.
In legal work, a missing or misfiled document is a serious problem. Reliability mattered more than speed.
Incoming documents are collected and kept in their original form.
Each document is matched to the client it belongs to and filed in the right place.
Built-in checks guard against lost and duplicate documents.
A document that cannot be matched to a client is not guessed at. It is set aside for a person to review.
Incoming documents are captured and routed without someone sorting them by hand, and uncertain ones go to a person instead of the wrong folder.
Free 30-minute call. No sales pitch. We'll tell you honestly what we would do and whether we are the right fit.
