š Where to Find Default Folders
Click your profile icon in the top-right corner.
Select Settings.
Click the Default Folders tab under the Organization section.
System Folders
ProPlaintiff.ai includes three system folders that cannot be deleted or removed:
Uncategorized
Intake Forms
Medical Treatments
These folders are locked because they help maintain core document organization across the platform.
Pre-Set Folders (Editable and Deletable)
Below the system folders, you will see additional pre-set folders such as:
Legal Analysis
Damages
Future Care
Media
Billing
Communications
Liens/Subrogation
HIPAA Releases
Settlement Documents
Attorney Notes
Litigation
How Default Folders Work
System Folders: These are automatically created for every new case.
The Uncategorized, Intake Forms, and Medical Treatments folders are system-generated and cannot be deleted.
Pre-Set Folders: The additional folders provided (e.g., Legal Analysis, Damages, Future Care) can be renamed or deleted based on your preferences.
Custom Folders: You can create up to 20 default folders per organization and customize them however you like.
Customizing Your Folders
Edit Folder Names: Click the Edit icon next to a folder name to rename it according to your organizational needs.
Delete Folders: Click the Delete icon if a folder is not required for your workflow.
Create New Folders: Add new folders using the Add Default Folder button at the top of the page.
Organize and name folders according to how you want to structure case files. The AI does not rely on your folder organization when analyzing documentsāfolder names are purely for your internal organization and convenience.
Uploading Case Files
When you upload case files to a case:
The system will automatically place files into folders it deems most appropriate.
You can also drag and drop files into any folder manually for full control over your organization.
Tips for Best Practices
Keep folder names simple and descriptive for your team.
Use custom folders for case-specific workflows or unique practice areas.
Review your Default Folder setup periodically to ensure it aligns with your organizationās needs.
Need Help?
š Check out our YouTube video - ProPlaintiff.ai V3 Tutorial Walkthrough
If you need additional assistance, please donāt hesitate to reach out to our support team via chat or email us at cx@proplaintiff.ai. We're here to help!