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Create matter record and organized case folders from intake

Create matter record and organized case folders from intake

Your intakes arrive without a matter or case folder, so documents scatter and setup stalls. The workflow creates a matter and nested folders so intake coordinators have full records same day.

Create matter record and organized case folders from intake

Overview

Manual case setup wastes valuable time and fragments client records; this flow creates the matter and a complete folder tree as soon as intake arrives so your intake coordinators and attorneys can act immediately. Files, notes, and appointments are attached and visible same day, reducing setup delays and missed follow-ups.

Create matter record and organized case folders from intake