Save settlement PDFs into client matter folders daily

Your settlement attachments sit in inboxes without matter context, slowing paralegals and delaying case work. Get files moved into matter correspondence for immediate access and same-day review.

Overview

Inbox settlement attachments often lack matter context and slow paralegals down; routing them into a consistent matter folder changes that. This captures settlement PDFs, names them by date and case number, and places them where case teams can act the same day.