Copy litigation attachments into matter folders for teams
Copy litigation attachments into matter folders for teams
When litigation attachments sit on CRM records, your attorneys can't find exhibits and triage slows. Files are copied into the client matter folder so teams have a single source ahead of review.
Overview
Attachments left on CRM records slow case prep and make exhibits hard to find. This workflow copies and renames new litigation attachments into the appropriate client matter folder so attorneys and litigation support have a single source of truth within minutes.