Law firms: attach scanned client files to matters

Practice managers lose scanned client files in intake folders, causing misfiled matters. Attach scans to the right matter and notify staff so attorneys get organized documents and cases move forward.

Overview

Scanned documents left in intake folders create misfiled matters and slow case progress for law firms. This workflow ensures scans are attached to the correct matter and notifies staff and responsible attorneys, eliminating manual routing so cases move forward faster and filings stay organized.

Notable Features

Attach scans to matching matters
Notify staff and responsible attorneys
Search matters by number or name