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Created by Guest
Created on Oct 20, 2026

Bulk uploading of client documents and automatic filing

It would be good to have a central space to upload bulk client scanned documents and use AI to automatically generate a pdf and file them for each client. Perhaps with an approval step to prevent misfiling and the option to have a default filing location (i.e. correspondence) but with the ability to amend on the central screen if needed.

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