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Create standardized case folders and link to matter

Create standardized case folders and link to matter

New matter records without a standard file structure leave intake and attorney prep stalled and documents scattered. It creates a case folder tree and links it to the matter so files are ready same day.

Create standardized case folders and link to matter

Overview

When matters arrive without a predictable file home, intake slows and attorneys spend time hunting for documents. This flow builds a consistent case folder tree and writes the folder link back to the matter record, so intake coordinators and billing staff have one authoritative file location same day.

Create standardized case folders and link to matter