Case Launch

Sample data

Firm Operations (Run Your Firm) · Intake & onboarding

Workflow

Description

Case File Launcher - mandatory first action in every new client project. Scans the matter folder and produces three files: Case Launch Memo PDF, Roadmap v1, and Project Instructions.

Next step

Case Project

Firm Operations (Run Your Firm)

Templates (0)

No templates for this skill.

Reference files (0)

No reference files.

Where this shows up

Not yet linked to a screen in this demo.

Other skills in Firm Operations (Run Your Firm)

Case Project
Lead Consult Prep
Onboarding
Retainer Builder