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DocketHire

Case File Organization

Virtual assistants who organize, index, and maintain your digital case files for fast and reliable access.

Disorganized case files waste attorney time and create risk. When documents are misfiled, mislabeled, or stored inconsistently, attorneys spend valuable hours searching for what they need instead of working on their cases. DocketHire provides virtual assistants who bring order to your digital case files by creating consistent folder structures, naming conventions, and indexing systems that make every document easy to find.

Our file organization service starts with an assessment of your current filing practices and systems. Your assistant works with your team to establish or refine a standardized folder structure that works across all practice areas and case types. They then review existing files, rename and reorganize documents, eliminate duplicates, and ensure every item is in its proper location. For new cases, they set up files from the start so organization is maintained from day one.

Organized files improve efficiency across your entire firm. Attorneys, paralegals, and staff can find what they need in seconds rather than minutes. Case handoffs become seamless because anyone can navigate the file. Deadline related documents are easy to locate when urgency demands it. DocketHire assistants maintain your files on an ongoing basis, ensuring that the organization you invest in today remains intact as your cases progress.

Key Tasks

  • Create standardized folder structures for all case types
  • Rename and organize existing case documents
  • Index key documents with consistent naming conventions
  • Eliminate duplicate and outdated files
  • Set up new case files with proper folder structures
  • Scan and upload physical documents to digital systems
  • Organize exhibits, correspondence, and pleadings by category
  • Maintain document logs and file inventories
  • Migrate files between case management platforms
  • Perform regular file audits to maintain organization standards

Tools & Platforms

Clio
NetDocuments
Google Drive
Dropbox
SharePoint
Adobe Acrobat

How It Works

1

Assess Your Files

We review your current filing system and identify areas for improvement.

2

Organize and Standardize

Your assistant restructures files and implements consistent naming conventions.

3

Maintain Ongoing Order

We keep your files organized on an ongoing basis as new documents are added.

Related

Get started with Case File Organization

Get started with a qualified legal virtual assistant today.