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Create opening tasks and fees for new matters

Create opening tasks and fees for new matters

New matters often arrive without a task list or folder, leaving intake slow and unclear. This creates opening tasks, a starter admin folder, and a filing fee entry so work starts promptly.

Create opening tasks and fees for new matters

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Overview

Inconsistent matter openings create confusion and delay first-day work and billing readiness; this flow gives intake coordinators and assigned lawyers a reliable set of tasks, a starter folder, and an opening fee record so work begins the same day. That predictable handoff reduces follow-ups and gets billing posture ready immediately.

Create opening tasks and fees for new matters