Documents & eSignatureLaw Firms● Running at real firms now
Client Folder Automation
Every new case gets your standard folder tree built automatically, with a secure share link sent to the client on day one.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Every new case needs the same folder structure, and someone has to remember to build it.
What it does
✦New case → a standardized folder tree appears: work product, documents, communications, confidential records
✦The client gets a secure share link so document exchange starts on day one
✦Consistent structure across every case, automatically
What it replaces
Copy-pasting last case’s folders and hoping the naming holds up.
Is it real?
Creating real client folders at a law firm today.
Want to see how this fits your business?