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Create standardized matter folders and move client files

Create standardized matter folders and move client files

Your matter folders and client files are often missing or scattered, delaying case setup for your criminal defense practice. It creates consistent folders and moves matching files so attorneys can begin work same day.

Create standardized matter folders and move client files

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Overview

Matter intake stalls when folders and files are scattered; this flow standardizes folder creation and consolidates matching Drive files so your attorneys and paralegals can access case materials reliably. Expect organized files available the same day intake completes.

Create standardized matter folders and move client files