Skip to content
Create case folders from new matters for intake team before next workday

Create case folders from new matters for intake team before next workday

Your new matter records arrive without structured folders, causing delayed document intake and missed filing steps for case handlers. Case managers receive standardized folder sets and linked IDs so intake and billing start before the next workday.

Create case folders from new matters for intake team before next workday

Workflow preview:

Zap details:

Create case folders from new matters for intake team before next workday