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Legal Documents Template for AI File Renaming

This template names legal documents by matter number, document date, type, and party — so a sorted folder reads as the chronology of the engagement. It handles court-stamped filings, counterparty drafts, and the scanner’s Scan_0042.pdf alike.

Naming pattern

Section titled “Naming pattern”
{Matter Number} – {Detected Date} – {Document Type} – {Party}
BlockSourceExample
Matter NumberCustom AI Block extracting your client-matter number as formatted in your system2026-0142
Detected DateThe document’s own date — execution, filing stamp, or letter date2026-06-11
Document TypeAI-detected type from your vocabularyNDA
PartyThe counterparty, court, or correspondentVertex GmbH

Version markers (v01, executed, as-filed) are best managed at draft time; the template’s job is intake — naming what arrives.

Before and after

Section titled “Before and after”
BeforeAfter
Document(1).pdf2026-0142 – 2026-05-29 – Answer – Meridian LLC.pdf
Scan_0042.pdf2026-0142 – 2026-03-02 – Engagement Letter – Vertex GmbH.pdf
Agreement (clean).docx2026-0142 – 2026-06-11 – Settlement Agreement – Meridian LLC.docx

Build it

Section titled “Build it”
  1. Choose your confidentiality posture first: Offline AI mode keeps analysis fully local; BYOK routes it through the firm’s own provider account.
  2. Create a Template named “Legal Intake”.
  3. Add a Custom AI Block for the matter number: “the matter or case number, formatted YYYY-NNNN; leave empty if absent”.
  4. Add Detected Date (YYYY-MM-DD), a Custom AI Block for document type (“Complaint, Answer, Motion, Order, NDA, MSA, Engagement Letter, Correspondence, Memo, Exhibit”), and one for the party.
  5. Test on a copied batch of mixed intake — a filing, a draft from counsel, a scan — and review the preview.
  6. Assign the Template to folder monitoring on the e-filing download folder and the scanner output folder.
Section titled “Related”