Centralized Court Filing Automation Using Zoho Mail, WorkDrive, Projects & Calendar

$250-750 USD

Closed

Posted about 1 month ago

$250-750 USD

Paid on delivery

Overview We are a law firm seeking a Zoho developer to build a centralized automation system that: Monitors court-related emails from multiple attorney inboxes via delegated access Downloads and analyzes attached or linked court documents using AI Routes documents to the appropriate client and matter folder in Zoho WorkDrive Notifies the assigned attorney for approval before the automation continues Adds court response deadlines to the attorney’s calendar if applicable This project will integrate Zoho Mail, Zoho Flow, Zoho WorkDrive, Zoho Calendar, and optionally Zoho Projects or Zoho Creator for approval workflows. Key Goals Centralize and automate court filing intake and deadline tracking Ensure the responsible attorney reviews and approves before automation proceeds Eliminate the need for custom rules in each attorney's mailbox Improve internal workflow and reduce missed deadlines Core Requirements 1. Delegated Email Access (Zoho Mail) System should monitor all attorney inboxes using delegated access, via a central automation user (e.g., ai-bot at [login to view URL]) Use Zoho Mail API or Zoho Flow to monitor inboxes for new emails Filter emails by: Known court domains (e.g., [login to view URL], [login to view URL]) Subject line keywords (e.g., “Filing,” “Notice,” “Motion”) 2. Document Link Handling Extract document link or download the PDF attachment from the identified email If the document is linked (e.g., on a court website): Use a script (Selenium, Puppeteer, or another browser automation tool) to: Click and access the link Handle login/authentication if required Download the PDF 3. Document Analysis (AI Integration) Extract full text of the PDF Send extracted text to an AI document parser (OpenAI or custom endpoint) AI will return structured output such as: Filing type (e.g., Motion to Compel) Whether a response is required Response deadline (calculated from a rule set we provide, such as “Motion → 14 days”) Summary of the document Associated client and matter name 4. Attorney Approval Workflow Before continuing automation: Notify the assigned attorney using: A Zoho Projects task, or A Zoho Creator form, or An approval email with buttons/links Include: The PDF or WorkDrive preview link AI-generated summary Proposed deadline Attorney must approve or flag If approved: proceed to file/save/calendar If flagged: stop automation and log for manual follow-up 5. Document Storage in Zoho WorkDrive Upload document to correct folder based on AI-identified client and matter Folder structure: /Clients/[Client Name]/[Matter Name]/Court Filings/ File naming convention: YYYY-MM-DD_[Document Type][login to view URL] (Omit “ResponseDue” if no reply is required) 6. Deadline Entry in Zoho Calendar If a response is required: Create a calendar event on the assigned attorney’s calendar using Zoho Calendar API Event title: Response Due – [Document Type] – [Client Name] Date: AI-calculated deadline Notes: Include summary and WorkDrive link Set default reminder: 2 business days prior Developer Responsibilities Set up and test delegated email monitoring for multiple inboxes Build or integrate link downloader (Puppeteer/Selenium) Integrate PDF parser and AI API Build Zoho Creator or Projects approval interface Create Zoho WorkDrive integration for saving documents Automate calendar event creation using Zoho Calendar API Maintain log of processed filings and approval status (in Zoho Sheet, Creator, or other) What We’ll Provide Access to all Zoho services (Mail, Flow, Creator, WorkDrive, Projects, Calendar) AI parser endpoint with expected input/output format Deadline rules per document type (e.g., “Motion = 14 days,” “Notice = No response”) Folder structure for WorkDrive Bonus Skills (Preferred but Not Required) Experience with legal workflows or document handling Familiarity with OpenAI or similar AI integration Understanding of how to handle confidential and sensitive data (compliance-ready logging) Success Looks Like Attorneys no longer have to monitor their inboxes manually for court filings Each relevant court document is: Promptly reviewed by the correct attorney Correctly stored under the client/matter Properly tracked via a calendar deadline All without touching each user’s mailbox individually How to Apply Please provide: Relevant Zoho projects you’ve worked on Any experience with delegated inboxes or legal document automation Estimated time to complete this project Your suggested tech stack (e.g., Flow + Creator + external API scripts)

Zoho Creator

Zoho

AI Agents

Software Architecture

Project ID: 39405174

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60 freelancers are bidding on average $635 USD for this job

@AwaisChaudhry

Hello, I understand that you are looking to create a centralized automation system for court filings using various Zoho applications. I will set up a system that monitors multiple attorney inboxes for court-related emails, download relevant documents, analyze them with AI, and route them to the correct client folders in Zoho WorkDrive. I'll also ensure that attorneys are notified for approval and that any required deadlines are added to their calendars, improving your internal workflow significantly. I have experience with Zoho integrations and can effectively implement the email monitoring, document handling, and approval workflows you require. My approach will focus on streamlining the process while ensuring compliance with data handling standards. What specific AI parser do you plan to use, and do you have any preferred methods for handling confidential data? Thanks, Muhammad Awais

$750 USD in 13 days

4.9

(116 reviews)

8.9

@ZohaibRoy

⭐⭐⭐⭐⭐ Build an Automated Court Document System with Zoho ❇️ Hi My Friend, I hope you're doing well. I've reviewed your project requirements and see you are looking for a Zoho developer to create a centralized automation system. You don’t need to look any further; Zohaib is here to help! My team has successfully completed over 50 similar projects for legal automation. I will set up a system that monitors emails, analyzes documents using AI, and ensures proper storage and notifications for attorneys. ➡️ Why Me? I can easily do your project as I have 5 years of experience in Zoho development and automation. My expertise includes email integration, document handling, AI analysis, and workflow management. I have a strong grip on Zoho Mail, Flow, WorkDrive, and Calendar integration, ensuring an efficient solution for your needs. ➡️ Let's have a quick chat to discuss your project in detail. I can show you samples of my previous work, demonstrating my capabilities. Looking forward to chatting with you! ➡️ Skills & Experience: ✅ Zoho Development ✅ Email Integration ✅ Document Automation ✅ AI Integration ✅ Workflow Management ✅ Python/Selenium ✅ API Integration ✅ Data Analysis ✅ Project Management ✅ Calendar Automation ✅ Document Storage ✅ Legal Document Handling Waiting for your response! Best Regards, Zohaib

$350 USD in 2 days

5.0

(91 reviews)

7.5

@AITSoft

Hello, I understand that your law firm is looking to develop a centralized court filing automation system using various Zoho tools to streamline court document management. My approach will ensure that all emails from attorney inboxes are monitored effectively, with relevant documents being extracted, analyzed, and stored efficiently in Zoho WorkDrive. I will implement AI to extract important details from court documents, facilitating easy approval workflows for attorneys and minimizing the risk of missed deadlines. The integration will enhance internal processes, making them smoother and more efficient. What specific deadlines should the system track for different types of court documents? Thanks, Shamshad

$750 USD in 15 days

5.0

(46 reviews)

7.1

@dahani9091

most law firms struggle with timely court filings until we implemented a centralized automation system similar to what you're seeking. here's how we can streamline your court filing process: - leverage delegated email access in Zoho Mail to monitor all attorney inboxes efficiently - develop an AI-driven document analysis system to extract key information from court documents - implement an approval workflow using Zoho Creator or Projects to ensure attorneys review and approve documents seamlessly - automate document storage in Zoho WorkDrive with a structured folder system for easy retrieval - integrate calendar event creation via Zoho Calendar to track critical deadlines without manual effort having worked with leading brands like Nestlé and Coca-Cola, I understand the importance of precision and compliance. my experience in legal document automation ensures that your firm will reduce missed deadlines and improve internal workflows effectively. let's discuss how we can tailor this solution to fit your needs,happy to set up a quick call!

$750 USD in 7 days

5.0

(34 reviews)

7.3

@Aman2030

i can help you with this ......Connect to me in chats......................................................................

$1,500 USD in 7 days

5.0

(40 reviews)

6.2

@divumanocha

Hello Greetings! I specialize in implementing and customizing Zoho CRM, Zoho Books, Zoho Finance, Zoho Marketing, Zoho SalesIQ, and the entire Zoho suite of products, delivering tailored solutions to meet diverse business needs. About me: >> Extensive experience in Zoho CRM customization and implementation, including workflow automation, custom modules, and reporting. >> Zoho Finance integration and automation, ensuring seamless invoicing, payments, and accounting workflows. >> Zoho Marketing automation and campaign management to enhance customer engagement and lead generation. >> Expertise in Zoho SalesIQ integration for live chat, visitor tracking, and real-time customer engagement. >> Custom development and integration of Zoho tools with third-party systems, ensuring end-to-end connectivity and data flow. >> Proficiency in Zoho Inventory, including barcode printing capabilities for efficient inventory management. >> Experience in Zoho Desk for setting up customer support systems and ticket automation to improve client satisfaction. >> Expertise in setting up Zoho Projects for streamlined project management and collaboration. Work abilities: Communication is available for more than 10 hours each day. Dedicated working schedule: 8 Hours/Day and 40 Hours/Week with daily or weekly updates. Flexible to work in customized time zones, including EST and IST. Free bug-fix support to ensure a smooth experience. Please let me know if you have any questions. Thanks & Regards

$700 USD in 8 days

5.0

(10 reviews)

5.9

@hireageek

Hello, My name is Ken and I'm here to turn your ambitious idea into reality with my extensive skills and experience as a full-stack Zoho developer. Your project involves integrating multiple aspects of Zoho suite, from Mail and WorkDrive to Flow and Calendar. My proficiency in all these tools will enable me to set up delegated email access for multiple inboxes, extract document links using Selenium or Puppeteer, analyze documents using advanced AI endpoints like OpenAI, create the necessary approvals workflow using Zoho Creator or Projects, store documents meticulously in Zoho WorkDrive based on intelligent identification, and lastly schedule calendar alerts using the Zoho Calendar API. But technical expertise aside, let me emphasize that what separates me from other developers is my knack for clear and reliable communication. With me on board, you'll receive real-time updates about the progress of your project - no more worrying about communication gaps that might lead to misguided implementations. I put a strong emphasis on understanding my client's goals holistically and transforming them into a seamless user-friendly solution. That's why I've enjoyed proven success receiving top-rated 5-stars reviews. Ultimately, I'm confident that I can leverage my diverse skills and problem-solving acumen to automate your court filing process effortlessly while minimizing the chance for human error. Don't let this chance go by, take advantag Thanks!

$250 USD in 18 days

5.0

(1 review)

4.6

@prayogo803

Hello, As both a full-stack engineer and AI specialist, I'm well-versed in the technological landscape required for your Centralized Court Filing Automation project. My experience spans several relevant areas with particular attention to fintech and AI, and I believe these skills will translate seamlessly into building an efficient Zoho-based workflow system for your law firm. From my work in high-frequency trading and financial analytics, I’ve refined the ability to handle large data sets efficiently while maintaining compliance-ready logging. What distinguishes me even further is not just my technical mastery but also my broader understanding of how to facilitate improved workflows and automation. I have a keen eye for detail and an appreciation for the need for precise document management in legal environments. Efficiency, accuracy, and security are paramount in your field, and I promise you these qualities will be at the forefront of everything I'll do to complete this project for you. To ensure we meet your requirements completely as described, I propose to leverage Zoho's extensive suite of products - Mail, Flow, Creator, WorkDrive, Projects, and Calendar - to create a comprehensive solution. From email monitoring using delegated access via Zoho Mail API/Flow to constructing a seamless document handling system using scripts like Selenium or Puppeteer, my goal is to streamline every step-aligning it with your clearly articulat Thanks!

$250 USD in 3 days

5.0

(3 reviews)

4.7

@dataspro

Nice to meet you tdoucet, It is a pleasure to communicate with you. My name is Anthony Muñoz, I am the lead engineer for DSPro IT agency and I would like to offer you my professional services. I have more than 10 years of working as a Backend and Software developer, I have successfully completed numerous jobs similar to yours therefore, and after carefully reading the requirements of your project, I consider this job to be suitable to my area of knowledge and skills. I would love to work together to make this project a reality. I greatly appreciate the time provided and I remain pending for any questions or comments. Feel free to contact me. Greetings

$1,244 USD in 7 days

5.0

(2 reviews)

4.4

@xupiter2012

Hello Troy, I appreciate the opportunity to work on the Centralized Court Filing Automation project. I understand the importance of streamlining your legal processes and the challenges you face with managing multiple inboxes and deadlines. With my extensive experience in Zoho development, I will set up a robust automation system that monitors emails using the Zoho Mail API, analyzes documents with AI integration, and achieves seamless document routing. For instance, in a previous project, I automated document handling that significantly reduced processing time for a law firm. My proposed steps include: 1. Establishing delegated email access for monitoring. 2. Implementing document extraction using Puppeteer. 3. Integrating AI for document analysis and ensuring a smooth attorney approval workflow. 4. Automating calendar events and document storage in WorkDrive. Could you clarify the specific AI document parser you'd prefer and any integration requirements for your existing systems? What specific features or integrations do you envision for the attorney approval workflow, and are there any existing systems I should align with? Thanks, Mikhail

$500 USD in 15 days

5.0

(5 reviews)

4.1

@Yuriisay

Hi there, I’ve carefully read your project description - Centralized Court Filing Automation Using Zoho Mail, WorkDrive, Projects & Calendarand really interested in this job. I’m an senior data scientist for 8+ years experience and can offering best quality and highest performance during your timeline. I’m ready to discuss your project and can start immediately. I'd like to talking about your proposals via chat. I will wait for your reply Thanks! Yurii

$450 USD in 7 days

5.0

(1 review)

3.8

@mughiraaa

Hi, i will build a centralized automation system using zoho flow, zoho mail api, zoho creator, zoho workdrive, and zoho calendar, all integrated through a structured automation pipeline. i will configure delegated email access via zoho mail for all attorney inboxes, allowing a central automation user to monitor incoming emails using zoho flow triggers and custom filtering rules based on known court domains and subject line keywords. for emails containing document links, i will implement a puppeteer-based node js script hosted on aws lambda to programmatically access the link, handle authentication, and download the pdf file. once the pdf is downloaded, i will extract the text using a python-based pdf parser such as pypdf, and then send the extracted text to the provided ai endpoint to retrieve structured metadata including document type, response requirements, deadline, summary, and associated client/matter. based on the ai response, i will generate an approval workflow using zoho creator with embedded pdf preview and approval buttons or optionally zoho projects tasks, allowing the assigned attorney to approve or flag the document. the system will automatically upload the document to the designated folder in zoho workdrive using the zoho workdrive api and apply the specified file naming convention. Let's have a detailed discussion in chat, as it will help me give you a complete plan, including a timeline and estimated budget. Regards, Mughira

$500 USD in 7 days

5.0

(11 reviews)

3.6

@volodymyrh2

Hello, How are you? I have checked your job description carefully and I am very confident in your project because I have extensive experience with Zoho integrations and automating workflows using Zoho tools like Zoho Flow, Zoho Mail, Zoho WorkDrive, and Zoho Calendar. I have also worked with AI-based document processing and can integrate OpenAI or custom parsers for extracting relevant data from court documents. I can help set up the system that will monitor attorney inboxes, handle document downloads and analysis, implement the attorney approval workflow, and integrate document storage and deadline tracking into Zoho WorkDrive and Zoho Calendar. I am confident in delivering a seamless, automated solution that will save time and reduce missed deadlines. Let’s chat and go over the details! Best Regards, Volodymyr.

$500 USD in 7 days

5.0

(1 review)

3.2

@ThetaPi

HelloTroy D., this is Chris from NJ. Having reviewed your specifications that you want to build Centralized Court Filing Automation Using Zoho Mail, WorkDrive, Projects & Calendar , I am confident I can implement this project requirement for you. I look forward to working with you to bring your project idea to life. :)

$750 USD in 4 days

5.0

(1 review)

2.6

@ahmaddar2970

Hello Troy, I am excited to present my proposal for your Centralized Court Filing Automation project. With over 3 years of experience as a Full Stack Developer, I have a strong background in utilizing Zoho platforms and integrating AI technologies to create efficient automated systems. I will develop a centralized solution that monitors court-related emails through delegated access, ensuring all relevant documents are analyzed and managed seamlessly. By using Zoho Mail API and incorporating AI for document parsing, I will ensure that your court documents are routed correctly and approved by the assigned attorney efficiently. I will implement an intuitive approval workflow within Zoho Projects or Creator to streamline the process further. This project will significantly enhance your internal workflow and deadline tracking, allowing attorneys to focus on their cases instead of manual inbox monitoring. What specific deadlines or rules do you have in mind for different document types, and how do you envision customizing the approval workflow for your attorneys? Thanks, Muhammad Ahmad

$450 USD in 7 days

5.0

(1 review)

2.3

@romand18

Hello Troy D., I hope you are doing well. With deep expertise in both frontend and backend stacks—including Software Architecture, Zoho, Zoho Creator, AI Agents—I build robust systems that not only meet business needs but also enhance user experience. I thrive on solving technical problems and turning ideas into fully functional, production-ready applications. Your project stood out to me as an exciting challenge that aligns perfectly with my strengths in full-stack development. I’d be delighted to help you bring this idea to life with clean, scalable, and high-performance code. Over the past six years, I’ve led and delivered projects ranging from custom dashboards and e-commerce platforms to API integrations and enterprise-grade web apps. Clients have trusted me for consistent delivery, crystal-clear communication, and long-term maintainability—qualities I bring to every collaboration. I’m ready to begin immediately and would welcome the opportunity to discuss your goals in more detail. Best regards, Thank You

$250 USD in 7 days

5.0

(2 reviews)

2.0

@moizam1

❇️ Hi there! I see you’re aiming to centralize your court document workflows using the Zoho suite, and I’d be thrilled to help. With extensive experience in Zoho Mail, Creator, Flow, and WorkDrive—plus smart automation using Selenium, OpenAI APIs, and calendar integrations—I specialize in building intelligent systems that reduce manual work and eliminate deadline risks. ? What I’ll Deliver: ✔️ Delegated email monitoring via Zoho Mail API ✔️ Smart filtering from court domains/keywords ✔️ Document link handling with secure download (Selenium) ✔️ AI-based PDF parsing and response deadline extraction ✔️ Approval workflow (Zoho Creator/Projects) with action buttons ✔️ Organized storage in Zoho WorkDrive with naming logic ✔️ Auto-create Zoho Calendar events with reminders ✔️ Process tracking log (Zoho Sheet or Creator DB) ? Suggested Tech Stack: Zoho Mail + Zoho Flow + Zoho Creator + Selenium (for link access) + OpenAI API + Zoho WorkDrive + Zoho Calendar ✅ Bonus: I understand legal confidentiality protocols and build audit-logged, scalable systems that integrate seamlessly with attorney workflows. ? Turnaround: 3–4 weeks (based on scope discussions) ? Estimate: Based on exact tool preferences and AI parsing complexity Let’s discuss how we can make your intake process faster, safer, and smarter! ? Best regards, Moizam Bilal Zoho Workflow Architect | LegalTech Automation Expert

$250 USD in 3 days

5.0

(3 reviews)

1.8

@Ahmedyar547005

Hey Troy D., I just finished reading the job description and I see you are looking for someone experienced in Zoho Creator, AI Agents, Zoho and Software Architecture. This is something I can do. Please review my profile to confirm that I have great experience working with these tech stacks. While I have few questions: 1. These are all the requirements? If not, Please share more detailed requirements. 2. Do you currently have anything done for the job or it has to be done from scratch? 3. What is the timeline to get this done? Why Choose Me? 1. I have done more than 180 major projects. 2. I have not received a single bad feedback since the last 4-5 years. 3. You will find 5 star feedback on the last 100+ major projects which shows my clients are happy with my work. 4. I will provide you my fast service until 100% satisfactions. Timings: 9am - 9pm Eastern Time (I work as a full time freelancer) I will share with you my recent work in the private chat due to privacy concerns! Please start the chat to discuss it further. Regards, Zain

$250 USD in 1 day

1.0

(1 review)

2.0

@HelenBofTroy

Hello Troy, I've carefully reviewed your project on Centralized Court Filing Automation and understand the challenges involved in creating a seamless system using Zoho's tools. My expertise in Zoho Creator and API integrations, alongside AI document processing, will allow me to efficiently implement a monitoring system for court-related emails and automate the workflow. To execute this, I'll set up the delegated access for inbox monitoring, integrate a document downloader using Puppeteer, and develop an AI parser to analyze documents and manage approval workflows. My focus will be on ensuring timely notifications and streamlined storage in Zoho WorkDrive. Could you clarify the expected timeline for this project, and are there any specific compliance requirements regarding data handling? What specific compliance requirements do you have regarding data handling? Thanks, Helen

$500 USD in 14 days

0.0

(0 reviews)

0.0

@rashyn

I believe I am uniquely qualified to contribute effectively to your project, tdoucet. With vast experience in Zoho development and automation, I understand the importance of creating a clean, professional, and integrated system. Specifically, I will focus on centralized automation to streamline court filing intake and deadline tracking seamlessly. While I am new to freelancer.com, I have tons of experience and have done other projects off-site in Zoho development and workflow automation. I can offer expertise in Zoho Mail, Zoho Flow, Zoho WorkDrive, Zoho Calendar, and Zoho Projects for approval workflows. I would love to chat more about your project! Regards, Rashay Nathoo

$400 USD in 14 days