Create alert for matching client folder across configured folders
Create alert for matching client folder across configured folders
New client folders in your shared drive can mirror existing files and cause billing or intake confusion. Get alerted to matches so your operations team can reconcile files same day.
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Overview
When new client folders mirror existing matter folders, documents get misfiled and billing stalls; this flow spots matching folders and alerts operations immediately. That frees staff from manual checks and lets reconciliations happen same day.