Map new legal matter to designated document workspace
Map new legal matter to designated document workspace
Your new matter records often lack workspace links, making paralegals hunt for files. The mapping attaches each matter to the correct workspace so teams find files immediately, usually within minutes.
Overview
When matters arrive without a linked document workspace, paralegals and records staff waste hours locating files and IT handles dozens of manual fixes. This flow eliminates that overhead by mapping matters to the correct workspace automatically so teams find case files immediately, typically within minutes.