Automated document storage into organized file structures

Purpose

1.1. Automate document storage into organized file structures to streamline document & case management for real estate attorneys.
1.2. Automates intake, sorting, naming, and routing of legal documents (contracts, leases, disclosures) into predefined digital folder hierarchies.
1.3. Automates categorization by client, case, property address, and matter type, reducing manual effort and errors.
1.4. Automator auto-tags, encrypts, and sets permissions for sensitive legal content.
1.5. Automating document metadata extraction for easy search, secure organization, and compliance.
1.6. Provides an automated, audit-ready document trail, improving client service and meeting regulatory requirements in real estate law.

Trigger Conditions

2.1. Automated upload of new documents to shared inbox or drive.
2.2. Automator detection of new client/case record in practice management system.
2.3. Automated receipt of email attachments or e-signature completions.
2.4. Automating document creation from templates or e-filing systems.
2.5. Automated receipt of case-related messages (including scanned mail, court notifications).

Platform Variants

3.1. Microsoft OneDrive
• Feature/Setting: Automate file storage via Microsoft Graph API (CreateUploadSession) for auto-sorting into folders by metadata.
3.2. Google Drive
• Feature/Setting: Use Drive API (Files: create, update, list, permissions) to automate folder creation and manage access.
3.3. Dropbox
• Feature/Setting: Automate via Dropbox API (files/upload, files/create_folder_v2) for client-specific folder structuring.
3.4. Box
• Feature/Setting: Use Box API (Folders, Files Endpoints) automator to classify and tag legal documents automatically.
3.5. iManage
• Feature/Setting: Automating workspace and folder provisioning through iManage Work API (createWorkspace, addDocument).
3.6. NetDocuments
• Feature/Setting: REST API automates creation and filing of docs using cabinet and folder object definitions.
3.7. Clio
• Feature/Setting: Utilize Documents API (POST /documents) to automate case-based file storage.
3.8. MyCase
• Feature/Setting: Automate file uploads and folder structuring via MyCase API document endpoints.
3.9. DocuSign
• Feature/Setting: EnvelopeDocuments API automator triggers file storage after signing event completion.
3.10. Adobe Sign
• Feature/Setting: REST API (GET/agreements/{agreementId}/documents) automates signed document retrieval and archiving.
3.11. SharePoint
• Feature/Setting: Automate folder and file creation via SharePoint List and Library REST APIs.
3.12. Egnyte
• Feature/Setting: REST API automates upload, metadata extraction, and folder assignment.
3.13. Zoho WorkDrive
• Feature/Setting: API endpoints automate file upload and organizational workflows.
3.14. Zapier
• Feature/Setting: Automate multi-app workflow (trigger: new document, action: create folder + upload to drive).
3.15. Slack
• Feature/Setting: Slack API automator to route uploaded files into structured cloud storage and notify legal teams.
3.16. Salesforce
• Feature/Setting: Automate file upload to objects (Cases, Accounts) via Files Connect and REST API.
3.17. AWS S3
• Feature/Setting: Automate storage using S3 API (PutObject) with prefix-based folder structuring by case.
3.18. M-Files
• Feature/Setting: API integration automates document classification and metadata-driven filing.
3.19. Evernote
• Feature/Setting: Automate note-to-folder conversion and tagging via API for document archiving.
3.20. LegalFiles
• Feature/Setting: Use API for automating document association to matter records by ruleset.
3.21. Citrix ShareFile
• Feature/Setting: API automates secure file upload and automator-driven folder creation for real estate matters.
3.22. Rocket Matter
• Feature/Setting: Automates storage and organization of uploaded documents via matter-centric endpoint.

Benefits

4.1. Automates document intake and storage, eliminating repetitive manual filing.
4.2. Ensures automated, consistent classification for all real estate documents.
4.3. Speeds up locating documents through automated metadata structuring.
4.4. Reduces risks of misfiling or data breaches with automated access controls.
4.5. Improves team efficiency through central, automatically organized repositories.
4.6. Automates compliance by standardizing document lifecycle routines for law firms.
4.7. Enhances client trust by delivering fast, auditable, and organized legal documentation.