Mail & Document Intake

Quickly distribute mail and other documents to attorneys across your firm

The Casefriend Mail Intake tool allows staff to uplaod documents to any case from a single form and Casefriend will automatically assign those cases to the attorney's Incoming Mail.

Up until now, no matter what case management system a law firm used, converting actual paper documents to a PDF then uploading them to cases has been a time consuming, costly and often complicated process. PROCESSING INCOMING MAIL WAS A DRAG!

Whether you are solo attorney a small firm or a large multi-office enterprise, sorting and uploading mail can waste valuable hours that can otherwise be billed for high value work for your client.

Now! Casefriend eliminates the complicated hassle you or your mail team face when sorting incoming mail or other documents

⚠️Note: This tool isn't just for mail! You can use it to upload documents received from any source: personal service, USPS, UPS, FedEx, Stamp, even Pony Express!

With one click Incoming Mail will accomplish 5 important things

1. ⬆️Uploaded documents to different cases
2. 📬Set each document as Incoming Mail in the attorney's My New Documents 
3. ⚠️Notify the Primary Attorney that they have new mail to review
4. 📅Calendar future Medical, Depos or Hearings
5. ⏲️Optionally add billing

How to use Mail Intake

1. Scan incoming mail, deliveries, faxes, messages in a bottles to your desktop

2. Drag all documents to the Caseload

3. Select the Case and Event values

4. Click Upload

Drag documents from your desktop to the Caseload

That's it. Just drag and drop.

 

Select Document and Event values

Set all the document and Event values for each document & click Upload.

1. Document Date - Set the date of the document
2. Select a Case - Select a case to upload the document
3. Event Type - Select the Event Type of the document 
4. Event Date - Select the Event date
5. Attibutes - Select the attributes best for your firm, attorney and the document
   Incoming Mail is slected by default
   Important - the Event will be marked as Importnat on the Case Timeline
   Alert - Set an alert notifying the attorney that a new document has been added via Incoming Mail
6. Designation - Select an appropriate Designation

✅click the Document name in the blue text to open a preview of the docuement in a separate window .

Medicals, Depos, Hearings

When you upload a Medical, Depo or Hearing document, you will be prompted to add the additional information for the selected Event. If the Event occurs in the future, the Event will automatically appear on the Firm and Attorney Calendar.

⚠️Confirmation & Billing⚠️

After you upload a document you will be prompted to confirm the Event you just created.

Clicking the green [ Yes ] button will open the event in a new tab so you can verify the Event, make any additions to the Event including suggested billing.

 

Repeat for each docuement

After confirming your upload, return to the Mail Intake tool and upload the next docuement.

What does the Attorney see?

Event - The Event will appear on the Case Timeline

Toast Notification - If Alert is selected, the Attorney will receive a toast notification

 

My New Documents - The document appers in My New Documents under Incoming Mail

⚠️Firm admin can set Incoming Mail as the default view for My New Documents

 

Widgets - Like all Documents and Events created for the attorney, Incoming Mail and Medicals, Depos, Hearings and Events will appear in the Upcoming Events and My New Documents Widget