Business owners: Ensure new bookings create ready project workspaces
Business owners: Ensure new bookings create ready project workspaces
Business owners face misconfigured client folders that delay fee earners and risk billable starts. Create standardized projects and client folders on booking so fee earners start faster.
Overview
Manual provisioning misconfigures client workspaces, delaying fee earners and putting billable starts at risk. This workflow creates the right project and client folder at booking, ensuring fee earners get the correct template and workspace immediately. Customers find handoffs are faster and provisioning errors drop, so operations can focus on delivery, not setup.
Notable Features
- Create standardized project workspaces
- Populate client details automatically
- Notify fee earners of new projects