Secure file upload and access workflows

Purpose

1. Automate the secure collection, transfer, storage, and controlled access of client documents during attorney referral service onboarding.

2. Automating the process ensures strict legal compliance, data confidentiality, and streamlined document review.

3. The workflow automator standardizes secure file intake, client authentication, encrypted transport, and digital access for partner attorneys, eliminating manual tracking.

Trigger Conditions

1. New client onboarding form submitted with a request for document upload.

2. Referral agent initiates file collection through client communication automation.

3. Partner attorney requests document access via secure link.

4. Status change in CRM system to “File Requested” or “Document Review Pending”.

5. Scheduled compliance audits trigger automated file access reviews.

Platform Variants

1. Dropbox

– Feature: File Requests & Shared Links API – automate the creation of unique upload folders and secure links per client.
– Sample: Use “/2/file_requests/create” for file requests and “/2/sharing/create_shared_link_with_settings" for encrypted links.

2. DocuSign

– Feature: eSignature Envelope – automate file upload and identity-verified access requests.
– Sample: Use “POST /envelopes” with file and recipient configs for secure document review.

3. Box

– Feature: App User Folder Creation & Shared Link API – automate client folder setup and permissioned sharing.
– Sample: POST to “/folders” and PATCH to “/files/{file_id}/shared_link”.

4. Microsoft OneDrive

– Feature: Graph API – automate secure folder creation and expirable access links per client.
– Sample: POST “/me/drive/root/children” and createShareLink for restricted access.

5. Google Drive

– Feature: Drive API – automate client-specific folder creation and permissioned document sharing.
– Sample: Files: create + Permissions: create endpoints.

6. ShareFile (Citrix)

– Feature: Automated Client Portal & Secure Upload Links.
– Sample: “/Clients” API to create portals, “/Folders” for upload links.

7. Salesforce

– Feature: Files Connect & API – automate file upload request tasks and manage sharing with records.
– Sample: Use “/services/data/vXX.X/sobjects/ContentDocument/” for automating document objects.

8. SecureDocs

– Feature: User Provisioning & Expiring Links – automate guest invites with permissioned file access.

9. Egnyte

– Feature: Secure File Request & API – automate folder creation, link issuance, and download tracking.

10. Tresorit

– Feature: Automated Encrypted Upload Folders, Role-based access automation.

11. Zoho WorkDrive

– Feature: Team Folders & API for automating legal client document workflows.

12. PandaDoc

– Feature: Upload API & Document Sharing with authentication.

13. SFTP Servers (e.g., FileZilla)

– Feature: Automate SFTP user creation and folder provisioning via server APIs or CLI automation.

14. AWS S3 + Cognito

– Feature: Automate pre-signed URL generation for restricted client uploads.

15. Azure Blob Storage

– Feature: Automated SAS tokens and monitoring for access tracking.

16. Jotform

– Feature: File Upload field, automating routing to secure cloud storage and conditional access.

17. Formstack

– Feature: Automate client upload field, workflow, and custom document access permissions.

18. HelloSign

– Feature: API Document Upload & Request Signature with verified access.

19. Slack

– Feature: Automated file upload channels with access rules, bot-driven folder assignment.

20. Monday.com

– Feature: File column automation, triggering document upload requests and reviewing attachment status.

21. FTP/SFTP Automation Tools (e.g., WinSCP, Cyberduck scripting)

– Feature: Automate account creation and scheduled clean-up of expired access.

22. HubSpot

– Feature: Automated file request sequences through workflows and permissioned document links.

23. Adobe Document Cloud

– Feature: API for upload and delegated, auditable document access.

Benefits

1. Automates secure file receiving, boosting compliance and trust in a legal referral context.

2. Reduces human error and missed files by automating folder setup and permissioning.

3. Minimizes manual handling, providing audit trails and automating access expiry.

4. Automates client notifications, reminders, and onboarding status updates.

5. Scales easily with automated workflows, fitting legal industry security requirements.

6. Enables automated monitoring and reporting of document access and compliance lapses.

7. Ensures automatable traceability and verification of every document transaction.

8. Supports remote work and automates cross-team collaboration securely.