Legal operations: create case folders and link matters

Legal operations coordinators adding new matters see inconsistent folders, causing misplaced files and slower intake. Folder templates attach to the matter so intake and document review start quickly.

Overview

Misnamed or missing case folders create intake delays and risk misplaced evidence. This workflow delivers a consistent, linked workspace for every new matter so intake and document review begin quickly — teams report faster intake and fewer misplaced documents.

Notable Features

Create standardized case folder templates
Link folders to matter records
Set folder permissions and tags