Jul 2026
Legal department intake
A request form that routes each legal matter to the right team and keeps the requester informed
- Automation
- Workflow automation
- Duration
- 1 month
- Company
- Ardi Insurance
- Role
- Designed and built the workflows and the e-mails
Overview
An intake process for Ardi’s legal department, built on the automation platform and a form in the CRM. Requests from other departments reach the right legal team with their documents attached, and the requester hears by e-mail as the matter moves.
The need
Requests from other departments were sorted and re-entered into each legal team’s list by hand, and requesters could not see how their matter was going. Confidential matters had to stay visible only to the team responsible.
What was built
On each submission, a workflow reads whom the request belongs to and creates a complete task for the responsible legal team, or for a triage inbox when it is unclear. It carries the form’s priority over and leaves a linked log on the original entry. The uploaded documents are attached to the routed task under readable Georgian file names, and the responsible lawyers receive a registration e-mail.
Keeping the requester informed
Another workflow watches each matter’s status and sends the requester a branded update when work starts, when more information is needed (with the reason), during negotiation and when it is done. A guard makes sure the "completed" message goes out only once.
Result
In production, tested end to end on every route at launch.