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For managing attorneys: keep case folders organized automatically

For managing attorneys: keep case folders organized automatically

Managing attorneys create case documents in one system, causing missing folders and delayed access during critical deadlines. Ensuring legal staff find files consistently.

For managing attorneys: keep case folders organized automatically

Overview

Managing attorneys risk missed filings and client friction when documents live in siloed systems. This workflow creates matching shared folders and links them to case records, eliminating unavailable files and making handoffs seamless. Legal staff can rely on consistent access and clearer audit trails.

Notable Features

  • Create case folders on document publish
  • Attach folder to case record
  • Notify legal staff of folders

For managing attorneys: keep case folders organized automatically