Automating inbound emails and streamlining your Proclaim workflows
Most law firms still rely on a huge amount of inbound email - case updates, engineer reports, medical updates, hire documents, instructions from insurers, FNOL notifications, court correspondence and more.
These emails often need to be manually checked, downloaded, saved into Proclaim and assigned to the right handler - a process that’s time consuming, error-prone and easy to fall behind on.
Using Power Automate, we can remove this manual effort entirely.
Turn inbound emails into automated Proclaim actions
Instead of your team spending hours each day sorting emails, Power Automate can handle the heavy lifting:
- Identify emails from specific sources, insurers, introducers and other agencies
- Extract claim details from the subject or body
- Download and store attachments
- Validate that required information is present
- Trigger the appropriate Proclaim workflow
- Notify the correct fee earner or team
- Create or update the case automatically
This ensures information reaches Proclaim quickly and accurately - without people dragging files around or re-keying details.
What Power Automate can do for your Proclaim workflows
Power Automate can take the repetitive, manual email handling your teams deal with every day and turn it into a smooth, reliable process that feeds directly into Proclaim. Typical automations include:
- Creating or updating cases when new instructions arrive
- Extracting key information from email subjects, bodies or attachments
- Downloading and renaming documents, then filing them straight into the correct Proclaim case
- Routing messages from shared inboxes (e.g. FNOL, Claims, Litigation) into the right workflow
- Logging updates on the case and triggering the next stage automatically
- Notifying handlers or teams when important documents, deadlines or changes occur
Whether it’s insurer documents, engineer reports, referral emails or anything else that reaches your inbox, Power Automate ensures the right data gets into the Proclaim Case Management System accurately and without delay.