Purpose
1.2. Ensure all filings are properly uploaded to relevant e-filing portals, internal case management, and backed up to secure storage.
1.3. Facilitate compliance by tracking submission status, deadlines, and confirmation of receipt or rejection from courts.
1.4. Eliminate manual workload, reduce filing errors, and enable real-time collaboration among legal teams.
Trigger Conditions
2.2. Scheduled court dates or deadlines approach for required filings.
2.3. Document receives digital signature or required approvals.
2.4. Status change notifications from court portals or acknowledgment receipts are received.
Platform Variants
3.1. Clio Manage
• API: Create/Update Matter Document, File Upload endpoint; sync when a new file is added under a matter.
3.2. NetDocuments
• API: Documents > POST/PUT for file submission; monitor for document status changes.
3.3. iManage
• API: CreateDocument, UploadDocument endpoints; trigger on workspace updates.
3.4. Relativity
• Feature: Import API; schedule batch uploads from local or cloud folder.
3.5. SharePoint
• API: Documents > Files endpoint; automate upload and manage permissions.
3.6. Box
• API: Uploads, Webhooks for file events; auto-upload and sync document status across folders.
3.7. Dropbox
• API: /files/upload, /files/list_folder; sync court documents into case folders.
3.8. Google Drive
• API: Files > create/patch; trigger sync when team uploads new documents.
3.9. Microsoft OneDrive
• API: /drive/items, /drive/root/children; monitor and upload case documents.
3.10. Everlaw
• Feature: Document Upload API; schedule batch document imports tied to case numbers.
3.11. MyCase
• API: Documents endpoint; trigger upload by case identifier.
3.12. LawToolBox
• Feature: Deadline and Document Automation; auto-generate workflow for e-filings.
3.13. Litify
• API: Litify Documents, Matters; auto-sync attachments to matters.
3.14. Filevine
• API: Project Document endpoint; automate uploads and tagging by type.
3.15. Salesforce
• API: Files, Cases; trigger on new file attachment, push to external portal.
3.16. DocuSign
• Webhook: Envelope Completed; auto-upload signed documents to case management.
3.17. Adobe Acrobat Sign
• Webhook: Agreement Signed; transfer signed PDFs to practice management repository.
3.18. Infotrack
• API: Court Filing endpoint; submit court-ready documents and receive status.
3.19. Odyssey eFileCA
• API: eFiling submission endpoint; configure for state-specific compliance.
3.20. Zapier
• Multi-app integration: Automate cross-platform syncing (Clio to SharePoint, etc.).
3.21. AWS S3
• API: PutObject, ListObjectsV2; sync filed documents to secure cloud storage.
3.22. Azure Blob Storage
• API: BlobClient.upload_blob; automate archival of all documents post-filing.
Benefits
4.2. Automate compliance with jurisdiction-specific e-filing requirements and reduce risk of missed deadlines.
4.3. Centralize and secure all court communication and confirmation receipts alongside case files.
4.4. Streamline legal team collaboration, minimize manual steps, and maximize client service responsiveness.