Create matter folders and trackers when deals move forward
Create matter folders and trackers when deals move forward
Your deal records lack a standard matter folder and tracker, stalling intake and complicating reporting. It gives operations and data teams consistent folders and trackers so intake starts fast.
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Overview
Intake stalls when deals don't produce a consistent matter home for documents and trackers. This flow provisions complete client folders, starter trackers, and writes the folder link back to the deal so intake and reporting begin within minutes.