Save client files into named client folders on upload
Save client files into named client folders on upload
Your intake records contain external file links that sit unarchived, causing delays in case prep and billing. Files go to each client's folder for attorney access and same-day billing readiness.
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Overview
When file links sit in intake records, attorneys and billing staff waste time locating evidence and invoices. This flow delivers each referenced file into the client's folder so reviewers can access documents and prepare billing the same day.