Create client document folder on estate matter creation
Create client document folder on estate matter creation
Your estate matters open without a client folder, delaying intake and document prep for attorneys. Create a consistent client folder so your staff can gather files and start drafting same day.
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Overview
When estate matters open without a structured folder, intake and drafting stall and billing readiness slips. This flow creates a consistent client document folder at matter creation so administrators and attorneys can collect files and begin drafting the same day.