"Here are the October invoices." Dozens of emails like that come in every month. Someone has to reply that they arrived, save each attachment in the client's right folder and remember not to send that client another reminder. Skip one step and the client gets asked for something they already sent.
What you check
Le cartelle restano quelle dello studio. Il sistema sceglie solo fra cartelle che esistono già, così come sono, refusi compresi.
Solo da contatti verificati. Da un indirizzo mai visto gli allegati restano nella richiesta e li guarda una persona.
Arrivato non vuol dire controllato. «Ricevuto · da verificare» diventa «Verificato» solo con il clic di un collaboratore.
Similar cases
The same automation logic applied to other kinds of business:
Frequently asked questions
Do I have to reorganize the server folders?
No. The system picks among the folders the firm already has and recognizes them by meaning, even when numbers, capitals or typos differ from one client to the next. It doesn't create new folders.
What if it picks the wrong folder or overwrites a file?
It saves a file on its own only when it's very sure of the folder; otherwise it leaves it in the request and a person saves it. It never overwrites: if the name is taken, the new file becomes _v2. And it doesn't delete anything from the server.
Is a document "done" as soon as the file arrives?
No. The document moves to "Received · to check" and a staff member does the check. Matching is cautious: for example, a single bank statement doesn't tick off two items for different banks.
What email and server does it work with?
With the firm's email inboxes and the shared server folder, which the system needs to reach for reading and writing. How to connect them is decided together with the firm before starting.