File naming system
Paralegal File Naming System
The attorney asked for the order. You had it. You named it final_FINAL2.
$19
7 pages · Workbook + checklists (instant PDF)
If the attorney cannot find the order in thirty seconds, the architecture failed — not the search bar. This is the naming and folder system LexOp uses on family-law and DWI files.
Print it. Put the firm’s extra document-type codes on the blank page. Then stop inventing folder names mid-matter.
Included
- YYYY-MM-DD_LastName_DocType_v01 formula
- Document-type vocabulary (Retainer, Plead, Corr, Disc, Exh, Order)
- Default eight-folder matter tree
- Same-hour consult-to-file checklist
- Incoming mail / email filing log
- Friday 4:00 p.m. desk close
Bonus
- Stop signs: file-stamped copies, IDs, workproduct
- Clio caption formula
Also in the library
Legal Planner Desk Kit
The cute dated planner did not save your .10. This is the timesheet, the file name, and the court date that cannot hide.
$49
Paralegal Timesheet
“Worked on file” is why your hour got cut. Not because you didn’t work.
$24
Court Date Tickler
If the date is still in the consult notes, you do not have a date. You have a rumor.
$29