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  • How to Create Matter Folder Templates




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Objectives

  • Automate the creation of matter folders.

Steps

Simplify your workflow by automating folder creation for matters based on practice areas. With this feature, every time you create a new matter, the system will automatically generate corresponding folders tailored to the practice area you've chosen. This intelligent automation ensures that your matter organization aligns seamlessly with your practice areas, saving you time and effort in manual folder setup.

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