Business owners: create client folders from new intake
Business owners: create client folders from new intake
Business owners log intakes that leave client files scattered and delay case work. Creating client-named folders on intake keeps records organized so case handlers begin review immediately.
Overview
Missing client folders create compliance risk and slow case handling for business owners. This workflow creates client-named folders at intake so records are available immediately and case handlers can start review without searching. Operations teams report fewer filing errors and faster handoffs.
Notable Features
- Create client-named folders on intake
- Check for existing client folder
- Notify case handlers of new folder