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Create client and matter folders from new matters

Create client and matter folders from new matters

New matters lack a shared folder, forcing intake and attorneys to search for files. It creates or finds client and matter folders and links them to the record so files are ready same day.

Create client and matter folders from new matters

Overview

Manual folder creation during intake slows case setup and wastes attorney time. This flow guarantees client and matter folders are created or located and linked to the CRM so intake coordinators and attorneys have files ready same day.

Create client and matter folders from new matters