One-click notification and document automation
At a law firm, a manager drafted a contract or a claim by hand, separately called or messaged the client, and hunted for the case files scattered across the drive — the routine took longer than the actual case work.
Different document and notification types for different scenarios, and files had to be filed predictably so any team member could find them, not just whoever created them.
- Generating contracts and claims with one button right on the deal card
- Sending SMS and WhatsApp to the client with one button — no switching to another app
- Automatically filing case files into folders on the drive — a predictable structure for the whole team
- A log of sent notifications on the case card
- A pre-trial claim in one call from a robot: a document from a template → a short public link → a copy in the case folder → the SMS gateway → a queue in an HL block
- Delivery confirmation: status polling via cron, and upon delivery — a PDF receipt "Notice delivery report" on the case card and in its drive folder
- Hourly reconciliation and an idempotent backfill for old cases: they fill in the date, cost, status and receipt, and write to the timeline only if something was actually fixed
- A failed send or non-delivery is never lost — a task for manual sending is created; phones are masked in logs, and gateway credentials are kept out of the code
Routine messaging and file-hunting disappeared: one click on the deal — the document is ready, the client is notified, the file is in the right folder. A pre-trial claim now goes to the debtor automatically and leaves proof of delivery in the case — a PDF receipt on the card and in the case folder, with no manual checking of SMS statuses.
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