What was completed

• Built a top-level workbook: V:\P\Philomena, Isabel Joanna 08132025\z - Philomena Index.xlsx
• Indexed 664 files across 5 top-level roots.
• Added workbook tabs for Summary, Cleanup Signals, and File Index.

Key inventory findings

• Exhibits holds 551 files and is the main cleanup hotspot.
• Correspondence is only 29 files but carries about 112 MB, mostly homeowner packet PDFs.
• Investigation has 73 files spread across ORR, public-record research, social media, and transcripts.
• Cleanup signals found: 15 Thumbs.db, 1 desktop.ini, 238 .dcm, 1 malformed-extension file, and 2 .xlsx workbooks.

Conservative cleanup plan

1. Remove cache/system artifacts first: Thumbs.db and desktop.ini.
2. Keep the current top-level roots, but standardize naming and placement inside Exhibits, especially BI, Medical Records, and Miscellaneous Damages & Expenses.
3. Preserve the Medical Records split of Bills, Records, and Radiology Films, and normalize file names by date plus provider.
4. Review the malformed file in Investigation\Lexis and decide the correct extension before any bulk rename pass.
5. Review whether the 2 existing Excel workbooks belong in a more explicit damages or billing-tracking location.

Pending approval ideas

• Delete the cache/system files.
• Normalize the malformed-extension file.
• Do a second-pass naming and folder-placement cleanup inside Exhibits and Investigation.
• Consider migrating this matter workflow to a remote project environment for easier cross-device execution and testing.