Faster Drive: Virtually Created Organizational Folders

Modified on Fri, 19 May 2023 at 03:36 PM

Faster Lawcademy: Video Tutorial 2.1.2
The following is a video tutorial.  For the best experience, click the "Full Screen" button while watching this video.


Faster Drive Organizational Folders

Faster Drive automatically organizes your files!

When you launch Faster Suite, Windows File Explorer will open automatically, navigated to the new Clio Cloud Drive that’s now mapped to your computer.  We call this folder the root folder.  If we close this window and need to get back to it, we can always click the Show Files shortcut on the ribbon to reopen the root folder.

The Root Folder

If this is your first time launching Faster Suite, you’ll see two folders here but more will populate as Faster Drive pulls information from Clio.  The Help folder contains several links to articles that will open in your web browser and the Templates folder lets you easily work with your Clio templates used for document automation.
Help: Contains several links to articles that will open in your web browser
Templates: Lets you easily work with your Clio templates used for document automation.

Files nested further in Faster Drive

Now that Faster Drive has had some time to load, we should see some additional folders when we go back to the Clio Cloud Drive.

Since files stored in Clio are directly assigned to matters, all of the files in Faster Drive will be located in folders named after those matters.  Depending on your file settings, your matter folders may be organized inside of other folders named with other information from Clio.

For example, the default setting will display matter status folders first.  Inside the status folders we will find client folders, and inside the client folders is where our matter folders are located.  Keep in mind that these folders work sort of like filters, so the open folder will only contain clients that have open matters in Clio, and the client folders will only contain matters with that status assigned to that client.

Automatic Organization

It’s also worth noting that all of these organizational folders are managed automatically by Faster Drive, so you won’t be able to rename them or move them through Windows File Explorer.

Faster Drive will automatically rename and move folders any time information changes in Clio, so if we close a matter in Clio, it will automatically move out of the open folder into the closed folder and all of our documents will always be perfectly organized as long as the information in Clio is correct.

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