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Create matter intake file in shared storage for new matters

Create matter intake file in shared storage for new matters

Your new matter records often miss a standardized intake file, delaying folder setup and billing readiness. Standardized intake files give intake coordinators and billing staff case context the same day.

Create matter intake file in shared storage for new matters

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Overview

When new matters arrive without consistent intake records, folder setup and billing get delayed—especially in small firms. This flow produces a single, standardized intake file with attorney and practice-area context so intake coordinators and billing staff have complete case context the same day.

Create matter intake file in shared storage for new matters