Skip to content
Log inSign up
Templates
Create client case folders and attach intake files

Create client case folders and attach intake files

Your intake records lack standard folders and files stay scattered across drives, slowing case setup. It creates a case folder, subfolders, and links intake files so staff can start work same day.

Create client case folders and attach intake files

Overview

When updated intake rows aren't paired with a folder, staff waste time hunting for documents and attorneys can't prep. This workflow creates a complete case folder, moves intake PDFs, and links the folder to the record so coordinators and attorneys can begin work same day.

Create client case folders and attach intake files