Folders full of files called "scan001" and "final final v2" waste time and cause mistakes.
A simple pattern
Year-month-day, then the client or matter, then the document type, then a short description. For example: 2026-10-09 Smith v Jones Records Memorial ER.
Why date first
Files sort by date automatically, in every folder and on every device.
Versions
Add v1, v2 for drafts, and mark the signed or filed copy clearly.
Our file name builder creates names in the same pattern every time.
This article is general information, not legal, tax or regulatory advice. Rules change; confirm current requirements with the responsible agency or a licensed professional.
