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For attorneys: create RAG case folders at intake

For attorneys: create RAG case folders at intake

Attorneys opening new matters leave files inconsistent, causing missed deadlines and weak audit trails. Create a standard RAG folder set at intake so staff find documents and start tasks immediately.

For attorneys: create RAG case folders at intake

Overview

Missed or scattered intake folders create deadline risk and audit gaps for law firms. This workflow guarantees every new case gets the same RAG structure at intake, so staff locate files and begin work without setup delays. That consistency protects your deadlines, preserves audit trails, and streamlines handoffs.

Notable Features

  • Create standardized RAG subfolders
  • Notify intake staff via email
  • Attach templates and task checklists

For attorneys: create RAG case folders at intake