Workdrive - Document Management

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.

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.