Route and rename client attachments into matter folders
Route and rename client attachments into matter folders
Your email attachments in the shared drive are misfiled by matter, delaying billing and slowing case prep. This routes, renames, and logs files to the correct matter within minutes.
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Overview
Unfiled client attachments create billing delays and slow case preparation; this workflow places each incoming file into the correct matter, renames it, and logs it to matter records. That gives you and your staff immediate access to client documents and billable evidence within minutes.