Organizing paperless client files is not much different from organizing paper files, but it is much easier to create those file folders — for Mac users, at least. As Dan Sherman explains in the LAB, all you need is the free Automator utility and you can set up a script that will automatically create a new client file folder like we recommend.

You can also do it with Hazel, the popular automation software, which can watch your Client Files folder for new folders and automatically add your folder structure and any default files (like your letterhead or pleading templates).

Read “Automating File Creation on Mac” in the LAB.