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Copy new client documents into standardized case docs folders

Copy new client documents into standardized case docs folders

Unfiled client documents in your practice system make case folders incomplete and delay staff work. Files are ready for review same day by copying each new matter document into the client Docs folder.

Copy new client documents into standardized case docs folders

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Overview

When new client documents land unfiled, case folders are incomplete and you waste billable time locating files. This flow copies and routes each matter document into the client Docs folder within minutes, so paralegals and attorneys can begin review same day.

Copy new client documents into standardized case docs folders