New client file creation

Purpose

1.1. Automatically create and organize digital client files upon the intake of a new client.
1.2. Ensure all relevant documents, intake forms, and correspondence are securely stored in a client-specific folder.
1.3. Standardize records for compliance and simplify retrieval for attorneys and staff.
1.4. Facilitate seamless onboarding and decrease administrative overhead in legal practice management.

Trigger Conditions

2.1. Completion of a client intake form via web, email, or CRM.
2.2. Receipt of an email with specific keywords or tags indicating a new client.
2.3. Input of new client data into a law practice management system.
2.4. Manual or automated status change in client relationship management platform.

Platform Variants

3.1. Microsoft OneDrive
• Feature: Folder creation via Graph API — configure POST /me/drive/root/children for folder setup per client.
3.2. Google Drive
• Feature: Use Drive API v3 “files.create” — set parent folder, assign permissions, and generate subfolders.
3.3. Dropbox
• Feature: “files/create_folder_v2” API — auto-generate client-specific folders in designated path.
3.4. Box
• Feature: “folders” endpoint — automate creation and set role-based sharing.
3.5. SharePoint
• Feature: Use Microsoft Graph “sites/{site-id}/drive/items/{parent-id}/children” — for matter-centric structure.
3.6. Clio
• Feature: “Create Matter” API — automatically initiate new matter with client info embedded.
3.7. MyCase
• Feature: “POST /cases” — auto-add case and attach relevant files/templates.
3.8. Zoho CRM
• Feature: Workflow rule to activate webhooks — POST client data to file management endpoint.
3.9. Salesforce
• Feature: Process Builder or Flow — trigger custom Apex to call Document/Folders API.
3.10. Airtable
• Feature: Automations — create new record and attach template file links per new client entry.
3.11. Notion
• Feature: API “createPage” — auto-generate a new page in a pre-defined database.
3.12. Monday.com
• Feature: Automation — create item and start integration to file storage on client add.
3.13. DocuSign
• Feature: Envelopes API — automatically create envelope for client agreement and sort by client folder.
3.14. Smartsheet
• Feature: Automated sheet row and attachment creation upon intake form submission.
3.15. Slack
• Feature: Workflow trigger — auto-set up private channel or direct link to new client file in file storage.
3.16. AWS S3
• Feature: Lambda trigger on event — auto-create folder structure using S3 API “PutObject”.
3.17. Egnyte
• Feature: REST API “POST /fs/{path}” — automate client directory setup.
3.18. NetDocuments
• Feature: API integration — auto-folder and workspace creation per intake.
3.19. Legal Files
• Feature: Workflow Event Processing — trigger new case file and checklist population.
3.20. HubSpot
• Feature: Workflow automation on new contact — trigger webhook for file generation.
3.21. Intercom
• Feature: Conversation trigger — API webhook to file system for folder setup.
3.22. Zapier
• Feature: Multi-step Zap — intake form action initiates folder and document automations.
3.23. DocuWare
• Feature: Intelligent Indexing and Workflow — input triggers folder and file construction.

Benefits

4.1. Uniform file structures reduce compliance and retrieval risks.
4.2. Immediate readiness for legal service delivery upon client engagement.
4.3. Enhanced data security and permission management at the point of file creation.
4.4. Significant reduction in staff workload for repeatable, manual file setup tasks.
4.5. Improved client experience due to faster onboarding and fewer administrative errors.