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Create matter folders and a project workspace automatically

Create matter folders and a project workspace automatically

Your matter intake stalls when folders and project workspaces aren't created, delaying staff setup and billing. It provides ready folders and a project record for the case team to begin work same day.

Create matter folders and a project workspace automatically

Overview

Manual folder and project setup for new matters consumes staff time and delays billing readiness; this flow provisions both the matter folder tree and a matching project automatically. Practice managers get predictable workspaces and a tracking record so case teams can start work same day.

Create matter folders and a project workspace automatically