Workdrive - Document Management

Advisors Intelligence provides an automated process that creates a dedicated root folder in WorkDrive immediately upon client creation. The folder is automatically linked to the client record, ensuring all documents and client information are centralized and easily accessible.

The system also automatically creates a standardized folder structure within the client’s directory—such as folders for tax documents, meeting reviews, estate planning, and others—helping firms maintain a consistent digital filing system across all clients. As documents are generated, signed, or uploaded through Advisors Intelligence workflows, they are automatically stored in the appropriate client folder without requiring manual filing by staff.

See WorkDrive Features for more information and to learn how Advisors Intelligence enables digital filing and document retrieval directly from the client record, without leaving the CRM.

Advisors Intel provides an automated process that uploads documents directly to the client’s folder in WorkDrive and automatically creates subfolders when necessary. Advisors Intel includes a standardized folder structure designed for advisory firms, although the structure can be customized to align with your firm’s specific workflows.

To simplify document management further, Advisors Intel includes a Zoho form that allows advisors and staff to upload client documents directly from within the CRM or contact record. When the form is submitted, the system automatically places the document in the appropriate folder within the client’s WorkDrive directory, creating the folder if it does not already exist.

This process eliminates the need for advisors to navigate outside the CRM to manually locate the correct folder in WorkDrive, reducing the number of steps required to upload documents and improving overall efficiency.

Advisors Intelligence streamlines meeting documentation by allowing advisors to record client meeting notes through a structured Zoho Form. After the form is completed and submitted, the system automatically files it directly into the client’s designated folder in WorkDrive.

This automation ensures that all meeting documentation is consistently captured, properly organized, and immediately accessible within the client’s record.

AdvisorsIntel provides an automated process for sending and receiving faxes directly from the client’s contact record. To send a fax, the client’s fax number must be stored in the contact record. Staff can open the contact record, and select the Send Fax button, which opens a form in a new tab. From there, you can enter the fax subject and message, upload the necessary documents, and send the fax.

When a client sends a fax to the firm, the system automatically generates a task notifying the Operations Assistant. All fax documents—both sent and received—are automatically stored in the client’s WorkDrive folder under the Fax directory, ensuring all fax communications are properly organized and easy to retrieve.