Automated Document Intake & Case/Client Management Integration

Clients upload files securely, and automated services rename, extract data, and attach each document to the right record—no manual work needed.

What It Does

Clients can upload PDFs, images, or spreadsheets through a branded form. Zapier sends each file to your cloud folder (Google Drive, Dropbox), and a Codex-powered service renames it (e.g., “ClientName–DocumentType–Date.pdf”), pulls out key details, and links it to the correct case or bookkeeping record automatically.

Manually downloading, renaming, and re-uploading client documents takes hours and risks misplacement. This automation saves time, cuts errors, and ensures every document is organized and ready for audits.

How It Works (Live in Up to 5 Business Days)

1

Form & Zapier Setup

We create a secure upload form and a Zap to send files to your cloud storage folders.

2

Codex Microservice

A Codex-generated service renames each upload, pulls client/case IDs, and calls your case-management or accounting API to attach the file.

3

Testing & Go-Live

We run sample uploads to confirm correct naming and attachment, then switch the system to “Live.”

Pricing

$599


  • One-time setup (form creation,
    up to three storage folder setups,
    Codex renaming & attachment service,
    and testing)

$120/month

  • Serverless hosting,
    SSL renewals,
    API key rotation,
    and minor updates

$150

one-time
  • Additional API
    integrations
    (e.g., new practice management or in-house tool)