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Create matter folders and starter documents for new matters

Create matter folders and starter documents for new matters

Your new matters lack a consistent folder structure, causing misfiled documents and slow case starts. Get a ready folder set plus starter documents so your team can file and begin work the same day.

Create matter folders and starter documents for new matters

Overview

New matters often stall when folders and starter files aren’t ready, costing partners time and creating intake friction. This workflow provisions a consistent folder set, seeds it with baseline documents, and alerts the intake channel so attorneys and admins can file and begin work the same day.

Create matter folders and starter documents for new matters