Create standardized client folder set and welcome task

Hired client rows lack a folder structure, slowing case setup. Create a standard folder tree and priority task so attorneys and intake staff start onboarding the same day.

Overview

Manual case folder creation and ad-hoc onboarding tasks waste attorney and admin time and risk misfiled documents. This workflow provisions a consistent client folder tree and a priority welcome task so your intake coordinators and attorneys can start client work the same day.