Folder Structure

Documents are organised in folders within each matter. Your firm may have a standard folder structure set up via a Document Folder Template — for example:

📁 Client Correspondence
📁 Court Documents
📁 Contracts and Agreements
📁 Financial Documents
📁 Searches and Enquiries
📁 Completion Documents

If a matter template was applied when the matter was created, folders are created automatically. Otherwise, you can create folders manually.


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