Attorneys: Keep client drive folders matching case titles

Attorneys face misfiled documents and billing confusion when matter titles change. Rename client drive folders to match updated matter titles so staff find files under the current case name.

Overview

Misnamed drive folders create billing confusion and risk missing evidence for small law firms. This workflow keeps client folders aligned with the authoritative matter title, eliminating manual renames and preventing misfiled documents. The result: faster handoffs between attorneys and staff and a clear audit trail of folder changes.

Notable Features

Detect matter title changes
Generate standardized folder names
Rename client drive folders