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Matter OrganizationMicro SOP

Organize a Client Matter Folder

Organize a client matter in a consistent, clearly labeled folder structure without treating one firm's template as universal.

Core lesson: 5 minutes Reviewed against 9 official and supporting sources

Goal & what you need

Goal

Create a clear matter folder that authorized team members can navigate and verify.

What you need

  • New client or matter
  • The organization's folder guidance, if one exists
  • Cloud or network storage access

Check your firm’s process. This lesson teaches a safe general workflow. Your firm’s software, folder names, naming rules, retention steps, and escalation contacts may differ. If you are unsure, stop and ask your supervisor.

Step-by-step preview

Members can open all 7 steps.

  1. 1Confirm the client and matter name
  2. 2Create the top-level matter folder

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Sources & references (9)

Preview two sources. Members can open the complete source list.

OfficialThe Florida BarPrimary source

Florida Bar Ethics Opinion 12-3: Cloud Computing

Ethics opinion

OfficialThe Florida BarPrimary source

Florida Bar Technology Ethics Informational Packet

Official guidance

Related tasks

Rename and File a Downloaded DocumentSave an Email Attachment to the Correct Client Folder