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Create matter and client folders in team storage

Create matter and client folders in team storage

Your new matters stall intake when client folders and templates aren't created consistently. It creates organized client and matter folders so marketing and counsel can start intake and outreach same day.

Create matter and client folders in team storage

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Overview

Missing or inconsistent matter folders stall intake and delay outreach. This flow ensures every new matter gets a client folder plus a nested matter folder so marketing and counsel have files and templates ready the same day.

Create matter and client folders in team storage