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Create standardized matter folders and update CRM record

Create standardized matter folders and update CRM record

Your intake forms often lack a standard folder, which delays document collection. It builds folders, sends a welcome email, and updates the client record for same-day handoff.

Create standardized matter folders and update CRM record

Overview

Intake should hand off to a ready workspace, not a manual ticket. This flow builds a consistent matter folder set, emails a welcome note, and writes the folder link to the client record so paralegals can start work same day.

Create standardized matter folders and update CRM record