Client Intake and Case ManagementPurpose
1.2. Eliminate manual emailing, reduce paper-based workflows, standardize documentation intake formats, synchronize identity verifications, and create a secure, evidence-driven repository for regulatory compliance and audits.
1.3. Offer clients self-serve, guided uploading, notifications for missing documentation, and integration with internal CRMs for real-time case progress visualization.
Trigger Conditions
2.2. Manual staff assignment of a case status requiring new documentation triggers requests.
2.3. Submission of partial documentation activates automated reminders.
2.4. Updates to case requirements in CRM prompt re-requests for specific documents.
2.5. Scheduled compliance reviews trigger checks and requests for updated records.
Platform Variants
• Feature/Setting: eSignature requests, API endpoint `/envelopes`, for obtaining signed releases and consents.
• Sample: Configure trigger on client status change, invoke API to request signature.
3.2. Dropbox API
• Feature/Setting: `files/upload` endpoint for uploading, auto-sorting documents into client folders.
• Sample: Route intake uploads to `/AdoptionAgency/Clients/{client_id}/IntakeDocs`.
3.3. Google Drive API
• Feature/Setting: `Files: create` for storage and permission management.
• Sample: Auto-create shared folder and send upload link via email.
3.4. Microsoft OneDrive API
• Feature/Setting: `/drive/items/root:/adoptions:/children` for organizing case files.
• Sample: Real-time sync from intake portal uploads.
3.5. Box Platform
• Feature/Setting: Box Upload API, automated `Upload File` for secure storage and compliance tracking.
• Sample: Assign custom metadata for audit trails.
3.6. SharePoint Online
• Feature/Setting: REST API, Libraries auto-provisioned per client.
• Sample: Automate permission and retention policy by client status field.
3.7. HelloSign API
• Feature/Setting: `/signature_request/send` for legal documents’ signature capture and routing.
• Sample: Automatic send post document upload trigger.
3.8. JotForm
• Feature/Setting: File upload field in forms, webhook on submission.
• Sample: Route to storage, push notification on successful upload.
3.9. Typeform
• Feature/Setting: File Upload question + webhook to save files on submit.
• Sample: Intake forms pushed to secure storage platform via webhook.
3.10. AWS S3
• Feature/Setting: `PutObject` API, auto-foldering via key-naming convention.
• Sample: Encrypted uploads from public portal with presigned URLs.
3.11. Azure Blob Storage
• Feature/Setting: `Put Blob` API, automated retention and access policies.
• Sample: Event-driven triggers for new client or update.
3.12. Google Cloud Storage
• Feature/Setting: `objects.insert` method for direct uploads, lifecycle management.
• Sample: Auto-delete/archive stale documents after set period.
3.13. PandaDoc
• Feature/Setting: `POST /documents` for generating, collecting, and storing completed adoption forms.
• Sample: Initiate workflow from CRM contact creation.
3.14. Salesforce
• Feature/Setting: Files built-in object, REST API to create and relate files to Opportunities (cases).
• Sample: Sync document uploads from portal to each client case.
3.15. HubSpot
• Feature/Setting: Engagements API for file logging, property automation.
• Sample: Attach files to deals (cases) when client submits documents.
3.16. Zoho CRM
• Feature/Setting: Attachments API for each case record, with workflow rules on document missing/received.
• Sample: Auto-notification to case worker on doc arrival.
3.17. Slack
• Feature/Setting: Incoming webhook or Files API to alert caseworkers and share new uploads.
• Sample: Route ‘New Intake Document’ notifications to adoption team channel.
3.18. Monday.com
• Feature/Setting: Item updates with file attachment, board automation for intake progress.
• Sample: Move item to ‘Documents Received’ when all uploads complete.
3.19. Asana
• Feature/Setting: File attachment to task, API endpoint `/attachments` auto-creation on form submission.
• Sample: Trigger workflow for review and approval tasks.
3.20. Airtable
• Feature/Setting: Attachment field, API file upload to client record.
• Sample: Link document to record and initiate compliance check automation.
3.21. Laserfiche Cloud
• Feature/Setting: Forms & API for submission, automatic routing to digital repository by client type.
• Sample: Intake form triggered upload, workflow for index and categorize documents.
3.22. Citrix ShareFile
• Feature/Setting: File Request and API `folders/upload`, secure portal for clients.
• Sample: Automatically generate upload links personalized per client.
Benefits
4.2. Reduces lost documentation, manual tracking errors, and compliance breaches.
4.3. Improves real-time oversight and audit-readiness.
4.4. Enhances client experience via transparent, mobile-friendly upload paths.
4.5. Ensures bulletproof data security and traceability for sensitive adoption information.
4.6. Facilitates scalable operations for agencies growing case numbers.