Personal injury lawyers: keep subrogation files archived consistently
Personal injury lawyers: keep subrogation files archived consistently
Personal injury lawyers misplace subrogation spreadsheets when projects change to Archived, leaving closed-case files orphaned and hard to retrieve. Move them into Archived Cases for easy retrieval.
Overview
Orphaned subrogation spreadsheets delay billing and create evidence gaps for solo personal injury lawyers. This workflow routes completed-case spreadsheets into the Archived Cases folder once required intake fields are present, eliminating search time and preserving archival organization. Legal practices regain reliable access to closed-case documents and reduce misplaced-file risk.
Notable Features
- Detect project phase changes to Archived
- Confirm intake questionnaire contains required data
- Move subrogation spreadsheets into Archived Cases