Keep case operations organized with instant matter folders

Operations coordinators opening matters misplace documents, creating collaboration delays and compliance risk. Create a matter folder in shared drive so case teams store files and start reviews faster.

Overview

Misplaced case documents create unnecessary delays and compliance exposure for operations teams. This workflow creates a standardized matter folder at intake, applies templates and permissions, and posts the folder link to the matter record so case teams begin review without searching for files. The result is fewer file location questions and smoother handoffs across cases.

Notable Features

Create standardized matter folders
Populate folders with templates
Notify case teams on creation