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Create client folder and documents from intake row

Create client folder and documents from intake row

Your intake spreadsheet rows without structured client folders delay case setup and billing readiness. You get a complete folder tree and populated documents ready for review same day.

Create client folder and documents from intake row

Overview

Intake rows that land in a spreadsheet shouldn't require someone to create folders and patch together documents manually. This flow converts a new intake row into a ready-to-use client workspace and populated legal templates, so your paralegal or case coordinator can start work and prepare billing the same day.

Create client folder and documents from intake row