Create case folders and link to case records
Create case folders and link to case records
Your intake rows lack a standard file location, delaying document gathering and attorney prep. Create a case folder and attach its link to the record so files are accessible same day.
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Overview
Inconsistent intake folders slow attorneys and risk missed documents; this flow standardizes folder creation and pins the link to the case record so files are discoverable. That means intake coordinators and attorneys can access the right documents same day, reducing prep time and avoiding lost materials.