For solo attorneys: standardize matter intake and exports

Solo attorneys face onboarding errors when matter details are missing or misformatted. Normalize fields and export one standardized intake file so attorneys and ops receive clean records.

Overview

Messy matter intake creates onboarding errors and billing delays for solo attorneys. This workflow normalizes fields and writes a single standardized intake file so operations and attorneys receive clean records, eliminating rework and protecting intake consistency.

Notable Features

Normalize matter fields consistently
Validate responsible and originating attorneys
Write standardized intake file to storage