I plan to do a more extensive video review of Client Folder Maker soon but I had to let everyone know about this amazing (and FREE!!!) little utility that should be on any Mac-using lawyer’s computer. The interface is simple to understand, and you can assign a keyboard shortcut to populate your set of folders in your current Finder folder. Watch the “Demo Video” on which gives you all you need to know about building your set of folders.
#CLIENT FOLDER MAKER HOW TO#
This simple (AND FREE!!!) little app lets you automatically populate a structure of folders and sub-folders whenever you need to. How to Create a Folder Structure Diagram Decide how you want your files organized - whether by project, by year, by function, or by client. You can use any other variables in addition to, or in place of the Client Name or Job Number, so the possibilities for personal customization are. Easily add, rename, or delete folders in the hierarchy and create new files under the folder tree. So I was elated to come across Client Folder Maker from GeekSuit, LLC (what a GREAT name!). Client Folder Maker utilizes a very simple approach to building custom folder sets for any job. I knew there were ways to do this using AppleScript, but I don’t typically recommend that angle for lawyers. TextExpander worked wonderfully for this lawyer on filenames, but then he asked about an easy way to automatically create a set of folders for each matter so he (or his assistant) wouldn’t have to manually create them every time.
#CLIENT FOLDER MAKER SOFTWARE#
Honorable mention does go to DocMoto, however, since they offer the only Mac-native option for document management, and I know several Mac-based law firms that are happily using the platform.įor file-naming consistency, I always recommend using TextExpander (sign up for the free webinar I’m doing with Smile Software on TextExpander next week). Larger firms use legal-specific document management systems (DMS) such as iManage, OpenText, Worldox, or NetDocuments to manage files, but these are overkill for smaller firms, and they don’t fully support macOS.
Like many Mac-using lawyers, he planned to “manually” manage his documents and files which meant he needed to 1) always be consistent on naming files and 2) have a consistent structure of folders in which to save his files.īy the way, there’s nothing wrong with “manual” document management. I came across an extremely handy utility the other day while helping a lawyer get his all-Mac office set up.
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