Automated document upload and verification

Purpose

 1.1. Automate document upload and verification during client onboarding to streamline intake, reduce manual labor, and ensure compliance in legal process serving.
 1.2. Ensure automated intake of case documents (e.g., affidavits, service requests, evidence) by clients via web, email, or client portals.
 1.3. Automate verification of document integrity, format, completeness, and client identity before submission to case management systems or legal databases.
 1.4. Automate notification and logging of all uploads for compliance and auditability.

Trigger Conditions

 2.1. New user registration or client onboarding initiation.
 2.2. Inbound email or webform submission containing attachments, triggering automated upload.
 2.3. SFTP/FTP file drop or cloud directory (Dropbox, Google Drive, OneDrive) file addition detected.
 2.4. API call from client portal to upload documents for a new or ongoing case.

Platform Variants

 3.1. Google Drive API
  - Feature/Setting: Configure “Files: create” to automate uploads; “Files: get”/“Files: list” for automated verification.
 3.2. Dropbox API
  - Feature/Setting: “/files/upload” endpoint for automated document storage; “/files/get_metadata” for format verification.
 3.3. Microsoft OneDrive API
  - Feature/Setting: “PUT /drive/root:/path:/content” automates document intake; “GET /drive/items/{item-id}” for automated metadata checks.
 3.4. Box API
  - Feature/Setting: “POST /files/content” for automated document acceptance; “GET /files/{file_id}” for integrity verification.
 3.5. DocuSign
  - Feature/Setting: “POST /envelopes” for automated document intake; use event notifications for automated verification of signed forms.
 3.6. Adobe Sign API
  - Feature/Setting: “POST /agreements” for automated upload; “GET /agreements/{agreementId}” for signed document verification.
 3.7. Clio Manage
  - Feature/Setting: “POST /documents” to automate upload; “GET /documents/{id}” for automated confirmation.
 3.8. Lawcus API
  - Feature/Setting: “Upload Document” endpoint to automate intake; “Get Document” for metadata verification.
 3.9. Salesforce Files
  - Feature/Setting: “ContentVersion” object for automated upload; SOQL queries to verify file status and metadata.
 3.10. Zoho CRM
  - Feature/Setting: “PUT /files” for automated document uploads; “GET /files” for content verification.
 3.11. HubSpot
  - Feature/Setting: “Files API” for automating uploads and file status checks.
 3.12. Slack
  - Feature/Setting: “files.upload” for automated document intake via message or form; feedback via “chat.postMessage.”
 3.13. Microsoft Teams
  - Feature/Setting: Automated Flow or Power Automate trigger for document uploads in Channels; logic apps for metadata validation.
 3.14. Twilio SendGrid
  - Feature/Setting: Automated inbound parse webhooks for document intake via email; verification via metadata API.
 3.15. AWS S3
  - Feature/Setting: “PutObject” automates storage; trigger Lambda for automated format/integrity checks.
 3.16. Azure Blob Storage
  - Feature/Setting: Blob upload trigger for document intake; Blob Properties API for verification/validation.
 3.17. SFTP/FTP Servers
  - Feature/Setting: Monitor and automate new file detection and integrity checks via server events/scripts.
 3.18. Formstack
  - Feature/Setting: Automated file upload fields; webhook for automated verification and transmission.
 3.19. Jotform
  - Feature/Setting: Automated file upload field; webhook for document verification.
 3.20. PandaDoc
  - Feature/Setting: “POST /documents” for intake; status webhooks to automate verification.
 3.21. HelloSign
  - Feature/Setting: “POST /signature_request/send” for intake; “GET /signature_request/{id}” for verification.
 3.22. Monday.com
  - Feature/Setting: File upload column; “items.files” API for monitoring and automated verification.
 3.23. Airtable
  - Feature/Setting: Attachments field automated fill; “List Records” to verify uploaded files.
 3.24. Zapier Webhooks
  - Feature/Setting: Receive file payload trigger for automated intake; outgoing webhooks to verification services.
 3.25. Mailparser
  - Feature/Setting: Automated extraction of files from inbound emails; webhook forwarding for verification.

Benefits

 4.1. Automates document collection, ensuring timely and accurate onboarding.
 4.2. Automates verification to maintain legal compliance and data integrity.
 4.3. Automates notifications, reducing human error and accelerating onboarding.
 4.4. Automates audit trail creation for every upload, enhancing process server transparency.
 4.5. Automates eligibility and completeness checks, managing submission quality automatically.
 4.6. Enables automated scalability when onboarding new clients or handling variable caseloads.