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Create matter folders with practice subfolders when ready

Create matter folders with practice subfolders when ready

Your matter rows marked ready lack a consistent client folder, scattering documents and slowing filing prep. It gives paralegals and attorneys a full folder set so filings can start same day.

Create matter folders with practice subfolders when ready

Overview

When matter rows are flagged ready, paralegals and attorneys often spend time creating folders and risk misfiled documents. This flow builds a consistent folder structure per practice area so files are organized and filings can proceed the same day.

Create matter folders with practice subfolders when ready