Legal Practice
Firm administration, a precedents library and a standard matter folder from intake to closing.
A folder system for law firms and legal teams: firm administration, a knowledge and precedents library, and a standard structure for every matter from intake to closing, with a final-documents automation and matter stages.
- 41 folders
- 1 standard document
- 1 automation
- 5 project stages
Click a folder to open it. Names use example values; you enter your own when you set it up.
What it fixes
Matter folders drift over time
Every matter gets the same structure: intake and engagement, correspondence, filings, evidence, research, drafts, final documents, billing and closing.
Closing a matter is a scavenger hunt
The Final Documents Bundle automation collects the signed agreements, orders and settlements into one folder under 09 Closing.
Precedents are scattered
Precedents, templates, research and practice notes live in one firm-wide knowledge folder.
What's included
- Company folders (25). Deploy once into the shared drive or SharePoint library your firm uses.
- Matter template (16 folders). One folder per matter, from conflict check and engagement to closing.
- Standard documents: Matter opening checklist.
- Final Documents Bundle automation. Collects the final signed documents of a matter into one folder under 09 Closing, ready to send to the client.
Project stages
Project Status in the desktop app shows each project's stage from what's in its folder, with no data entry.
- 1Opened · The engagement letter is on file.
- 2Active · Work and correspondence are under way.
- 3Filed · Pleadings or filings have been made.
- 4Resolved · Final signed documents exist.
- 5Closed · The matter has been closed out.
Who it's for
- Small and mid-sized law firms
- Solo practitioners
- In-house legal teams
- Legal operations
How to set it up
- Install FolderCopilot Desktop and sign in.
- Open Templates → Company Starter Kits and choose Legal Practice.
- Enter your firm name and pick where it goes: SharePoint, OneDrive, Google Drive, a network drive or this computer.
- Review the checks and the preview of every folder, then click Apply.
- For each new matter, click New matter.
Questions
Does this make our records compliant with bar or retention rules?
No. The kit helps you organize files consistently. Your record-keeping, retention and confidentiality obligations are set by your jurisdiction and your firm's policies.
Does it replace our practice management system?
No. It organizes the documents you keep in folders (on SharePoint, OneDrive or a file server) alongside whatever practice management software you use.
Where do the folders get created?
Wherever you choose: a SharePoint library, OneDrive, Google Drive, Dropbox, a network drive or office server, or a folder on one computer. FolderCopilot Desktop finds these for you and creates the folders there; your sync service shares them with your team as usual.
Will it overwrite anything we already have?
No. You see every folder and file before anything is created, existing files are never changed, and setting up a kit again only adds what's missing. You can undo a setup.
Are our files uploaded to FolderCopilot?
No. The folders are created on your computer or in your synced drive by the desktop app. Your documents are not uploaded to FolderCopilot to set up a kit.
Can we change the kit or make our own?
Yes. Once set up they're ordinary folders you can change. You can also turn any folder structure into your own kit with "Save a folder as a kit" and set it up again anywhere.