Business owners keep client folders linked to records
Business owners keep client folders linked to records
Business owners miss client contacts when shared folders aren't created, leaving case teams without files. So operations and case teams start work without hunting files.
Overview
Missing shared folders stalls case work and risks client experience. This workflow ensures every contact that requests a folder has a linked drive location, eliminating disconnected files and enabling operations and case teams to begin work without hunting for documents.
Notable Features
- Create client folders by specialty
- Link folders to contact records
- Notify operations and case teams