NovoMove: A 99-Step Workflow for Legal Document Intake
NovoMove handles document intake across multiple immigration service types and applicant categories.
The Challenge
The agency handled intake across 5 different service types, with separate document requirements for adult and child applicants, all of which had previously required manual review to confirm the right documents were attached and the case was moved to the correct stage.
With that much variation in required documents and process paths, manually tracking every case risked delays and inconsistent handling, especially as order volume grew across service types.
The Solution
The Web Hunters built a 99-step Zapier workflow for the agency, handling intake across 5 different service types with separate paths for adult and child applicants. When a Wayfront order comes in, the workflow routes by service ID, checks for an existing Trello card, and either updates it or sends a warning email.
For existing cards, the workflow attaches all required documents automatically, passport, proof of address, and citizenship documents for adults, birth certificate, both parent passports, and proof of custody for children, then moves the card to the next stage without manual review.
Results and Outcomes
Automated document intake and case routing across 5 service types and two applicant categories.
Project Details
Want a Result Like This for Your Business?
Every project starts the same way: we look at where you are, tell you honestly what is possible, and build toward it.