Create organized client matter folders for law firms

Practice managers at small law firms leave matter folders uncreated after intake forms, risking missing documents before signing meetings. It builds matter folders and copies templates so attorneys start organized.

Overview

Small law firms risk missed documents and slow attorney prep when client matters aren't provisioned. This workflow eliminates manual folder setup, creating matter folders and copying templates so attorneys begin onboarding with organized, ready-to-use files and faster handoffs.

Notable Features

Create matter folder structure
Copy templated documents into folders
Notify attorneys with folder links