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Create client case folders from intake form submission

Create client case folders from intake form submission

Intake responses without a standard case folder leave documents scattered and delay handoffs. You get a complete case folder and notification so work begins same day.

Create client case folders from intake form submission

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Overview

Intake often stalls when case folders aren't created consistently; this flow turns a form submission into a complete, standardized case folder and alerts your team immediately. That eliminates manual setup, keeps documents in the right place, and lets paralegals begin onboarding same day.

Create client case folders from intake form submission