Keep client mail organized for solo lawyers and cases
Keep client mail organized for solo lawyers and cases
Solo lawyers miss client attachments in inboxes, causing misfiled evidence and compliance risk. Files land in the correct case and admin folders, so documents are ready for filings.
Overview
Solo lawyers risk missed filings and compliance gaps when attachments get buried in inboxes. This workflow routes every client attachment into the right case and admin folders, so documents are available when preparing filings and client meetings, reducing manual search and misfiling.
Notable Features
- Route attachments to case folders
- Tag files with case identifier
- Alert owner about uncategorized mail