Skip to content
Create case folders for intake coordinators before next workday

Create case folders for intake coordinators before next workday

Your new matter records arrive without organized folders, causing prep delays and billing hold-ups. Intake coordinators receive structured case folder trees and linked record IDs so teams start work before the next workday.

Create case folders for intake coordinators before next workday

Workflow preview:

Zap details:

Create case folders for intake coordinators before next workday