Case File Organiser: Folder Structure, Naming and Index
Set up one place for everything about a dispute.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
Design a case file for my dispute with [OTHER_PARTY]. How many documents I have now and what types: [DOCUMENT_COUNT_AND_TYPES]. Whether I prefer paper, digital or both: [PREFERENCE]. The stage of the dispute: [STAGE]. Likely next steps: [NEXT_STEPS]. Give me a folder structure with 8 to 10 folders (for example 01 Summary, 02 Contract and terms, 03 Payments, 04 Messages, 05 Photos, 06 Calls and notes, 07 Letters sent, 08 Replies received, 09 Third parties, 10 Drafts). Provide a file-naming pattern with an example, a master index table (Item, Date, Folder, One-line description, Used in letter yes or no), a one-page summary template for the top of the file, and a weekly five-minute routine to keep it current. Explain how to prepare a 'send pack' of the five most important documents for a regulator or small claims court. Include a privacy tip about where to store ID documents safely. Show a filled example with invented items, labelled fictional. This is not legal advice. Invent no law, deadline or odds. Use [JURISDICTION] and [RELEVANT_LAW_OR_POLICY_IF_KNOWN] as given. Remind me to verify the rules. Stay firm, factual and polite.
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