Skip to content
Log inSign up
Templates
Create a client folder for each new contact

Create a client folder for each new contact

Your new client records lack a dedicated folder, scattering documents and slowing intake. Folders are created automatically so intake and practice teams can collect files same day.

Create a client folder for each new contact

Overview

When new contacts arrive without a client folder, intake stalls and teams spend time hunting for documents. This flow creates a named client folder at contact creation so intake and practice leads can gather materials same day.

Create a client folder for each new contact