Store completed client PDFs in matter folders for quick access
Store completed client PDFs in matter folders for quick access
Your signed settlement PDFs often end up unfiled, delaying case wrap-up and client billing. You get consistent placement into the correct matter folder and ready access for handoffs same day.
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Overview
Missing signed PDFs stalls case wrap-up and client billing; this flow files completed documents into the right matter folder so your project managers and admins always find final PDFs. That means fewer manual searches and files available same day for client handoffs.