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Create standardized case folders and add case row

Create standardized case folders and add case row

When new cases arrive without a standard folder, your staff waste time creating folders and searching for files. The workflow builds case folders and logs the case row so work begins the same day.

Create standardized case folders and add case row

Overview

Manual case setup ties up staff and delays attorney work; this flow standardizes file structure and logs cases automatically. The firm gets organized case folders and an instant tracking row so intake and attorneys can begin work the same day.

Create standardized case folders and add case row