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Routing Rules

Create a shared folder and filing rule: set up a shared 'Notices & Motions' folder for chambers, create an inbox rule …

2heights
2tasks
1roles do it
See the prompt↓More organize workflows

The same job, four heights

do it · improve it · decide · become
AExecute — “help me do it”Create a shared folder and filing rule: set up a shared 'Notices & Motions' folder for…+
Create a shared folder and filing rule: set up a shared 'Notices & Motions' folder for chambers, create an inbox rule that routes notices and motions into the correct case subfolder by case number, and grant staff access.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Before I deploy auto‑routing, reduce misfiling: create a shared 'Notices & Motions' folder with…+
Before I deploy auto‑routing, reduce misfiling: create a shared 'Notices & Motions' folder with case subfolders, implement an inbox rule that routes by exact case number in the subject, set permissions for all chambers staff, and circulate a one‑page instruction with two filing examples and an audit check scheduled in two weeks.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

The real tasks

1 of them
Create a shared folder and filing rule so all chambers staff automatically route notices and motions into the correct case folder

Who does this

1 roles
Law Clerk

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.