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Create case folders and client records from new case ID

Create case folders and client records from new case ID

Your new case entries often arrive without a matter folder or client record, leaving documents scattered and intake delayed. It creates folders and records so staff can begin work same day.

Create case folders and client records from new case ID

Overview

Manual folder and record creation slows intake and risks lost documents; automating this step standardizes your matter files and client records so work begins without friction. With folders and records created within minutes, staff can access files and start client work the same day.

Create case folders and client records from new case ID