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Create client folder and starter documents for new intake

Create client folder and starter documents for new intake

Your intake form submissions lack folders and starter documents, delaying case setup and attorney prep. Get a client folder, templated PDFs, and a sheet entry so staff can start work the same day.

Create client folder and starter documents for new intake

Overview

Intake forms that don't auto-create folders and documents leave attorneys scrambling and slow billable work. This workflow generates client folders, seeds templated PDFs, and logs the intake so staff can begin cases the same day.

Create client folder and starter documents for new intake