All scanned documents go to a specific file. Our scanner software names them by date and a sequential number. So the first document scanned today would be 2011-11-28.pdf. The second one will be 2011-11-28(2).pdf. I then go in and rename based on the content of the document. Say it was a letter from John Smith on the Sam Jones matter dated November 28. I would rename it 2011.11.28.SmithJ.From.JonesS.pdf always year.month.day.matter.from(or "to" if it was sent from us).author (or recipient if sent from us). I set up a hazel rule that tells it to check that file and when a name is changed to include "smithj.from." to move the file to the John Smith matter file and the correspondence received subfile. I end up having several of these rules for each client file, like correspondence received, correspondence sent, pleadings, etc. We tend to have 30 or 40 client matters going at one time, so you can see how the rules will multiply. I don't understand the pattern rules, so any suggestions you could give me would be appreciated.