S04
Case Creation Portal
Create client and inter-office cases in seconds.
- Salesforce
- Custom web interface
What changes
Without it
Requests arrive by email, get sent more than once, and end up as duplicate tasks or get missed.
With it
Each request that arrives by email becomes a task. AI checks whether it duplicates an existing task and, if it does, raises the original task's priority instead of creating a duplicate.
How it works
A request arrives by email
It becomes a task
AI checks whether it duplicates an existing task
The automation keeps a 14-day history.
A duplicate raises the original task's priority
No duplicate task is created.
Automations in this system
-
Email-to-task with AI duplicate check
Turns each emailed request into a task, uses AI to check whether it duplicates an existing task, raises the original task's priority instead of creating a duplicate, and keeps a 14-day history.
Built with
- AI
- Salesforce
- Zapier
Every automation is built on whichever platform your firm's compliance has approved. Every solution goes through your firm's compliance review before it goes live. SDT prepares what the reviewer needs.
Related systems
S07
Client Onboarding
New client information goes into the CRM without retyping.
- Schwab
- Salesforce
- Zapier
S09
Speaking Event Management
Every speaking event is organized from the moment it's booked.
- Salesforce
- Spreadsheets
- Zapier
Want to see what we'd automate
first in your practice?
Start with a CRM and operations audit, or bring the one process that slows your office down.