Configured destinations
Case-type folders can identify where enabled email, messaging, fax, billing, and signature documents should be filed.
Document production and routing
Standardize how generated, received, stamped, and signed documents are prepared and returned to the matter.
What it does
A practical part of the firm’s workflow.
PlaintiffDesk connects case-type folder structure with the document workflows that produce new files. Firms can designate destinations for recurring document sources, prepare Bates- or exhibit-labeled output, and return signature documents to the matter without relying on a separate filing checklist for every handoff.
Bates and exhibit production
Authorized teams can prepare merged or labeled output using the firm’s configured Bates and exhibit artwork for that case type.
Matter-ready filing
Generated and signature documents can return to the related matter structure and appear with the case documents staff already use.
How it works
What the team can expect.
Configure the structure
Define the case-type folder template, protected locations, document destinations, and approved firm stamp artwork.
Prepare or receive the work
Merge, label, generate, receive, or complete the document through the applicable matter workflow.
Review the filed result
Confirm the destination, filename, page order, identifiers, and final content before the document is relied upon.
Make the document workflow part of the case structure.
Prepare, label, and return documents to the destination the firm already defined.