For small law firms: keep client folders complete on closure
For small law firms: keep client folders complete on closure
President of a small law firm loses clinician and physician resumes after project close, risking case review delays. This flow copies required resumes into client account folders for review.
Overview
Missing clinician and physician resumes introduce case review delays and compliance risk for small law firms. This workflow ensures required resumes land in each client account folder at project close, freeing partners and project owners to begin review without manual searching and reducing document gaps firms typically encounter.
Notable Features
- Copy required resumes to folder
- Check for existing files first
- Notify project owners after upload