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Create matter folder structure for new client matters

Create matter folder structure for new client matters

When new matter records lack a standard filing process, intake stalls and documents go missing across cases. You get a complete client folder tree ready for intake and review the same day.

Create matter folder structure for new client matters

Overview

When intake folders are inconsistent, your team wastes time locating client files and intake stalls. This flow gives paralegals and the managing attorney a predictable folder tree and a direct link on the matter record, so intake and review start the same day.

Create matter folder structure for new client matters