Firm-level configuration
Authorized administrators maintain the enabled number, user access, and expected inbound destination.
Fax setup
Where separately provisioned, connect inbound and outbound fax activity to firm and case workflows.
What it does
A practical part of the firm’s workflow.
Where fax service is enabled, fax setup connects a firm number and document-routing choices to case and mailroom workflows. Staff can send supported saved documents from a matter and review inbound or unmatched items in the appropriate work queue.
Case-linked sending
Staff can select a saved case document, confirm the recipient, and begin an available outbound fax action.
Inbound review
Received or unmatched items can enter the mailroom for assignment and filing to the correct lead or case.
How it works
What the team can expect.
Confirm service readiness
Verify that the firm number, responsible users, destination folders, and representative test are complete.
Send or receive in context
Use the case document or mailroom workflow so the fax has a clear matter destination.
Check status and file
Review available delivery or receipt status and preserve the document or confirmation with the matter.
Fax without losing the document trail.
Where provisioned, connect outbound status and inbound routing to the case workflow.