Create and link client folders to deal records
Create and link client folders to deal records
Your deal records often lack a matter folder, so you and your paralegal spend time searching for client files. This creates the folder and adds links to the deal so your team can begin intake same day.
Overview
When matter intake starts, scattered files slow down paralegals and increase filing risk. This flow guarantees a consistent folder structure and puts working links on the deal record, so case teams can begin intake and filings the same day. It reduces manual handoffs and gives you reliable document context at first touch.