Create standard matter folders when a new matter starts
Create standard matter folders when a new matter starts
Your new matters arrive without a consistent folder structure, causing misfiled documents and slow case starts. Create a default folder set at intake so attorneys and admin can file correctly the same day.
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Overview
When matters open without structure, admins spend time creating folders and lawyers lose context. This flow provisions a curated folder set at intake so practice managers and attorneys get consistent document organization and files are ready to be filed the same day.