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Document Management Filing Workflow

Organize and manage case documents including court filings and correspondence.

Complexity: Medium | Duration: 15-30m | Category: Industry/Legal Services

Tags: document-management filing court-documents naming archive

Workflow Diagram​

Steps​

Step 1: Receive and log documents​

Receive and log documents

Step 2: Apply naming conventions​

Apply naming conventions

Step 3: Categorize by document type​

Categorize by document type

Step 4: OCR and index content​

OCR and index content

Step 5: Store in matter folder​

Store in matter folder

Step 6: Apply access controls​

Apply access controls

Step 7: Track versions​

Track versions

Step 8: Prepare court filings​

Prepare court filings

Step 9: E​

Agent: file with courts

Step 10: Archive closed matter document​

Archive closed matter documents

Usage​

To execute this workflow:

/workflow industry/legal-services/document-management-filing-workflow.workflow

See other workflows in this category for related automation patterns.