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Create client and project folders, add links to record

Create client and project folders, add links to record

Your contract rows need client folders, but manual setup scatters files and blocks access. It creates folders and adds editable links to the record so teams can start same day.

Create client and project folders, add links to record

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Overview

Manual folder creation delays onboarding and fragments client files; this flow generates a complete project folder structure and posts editable links into the contract record so project coordinators and billing staff have the files they need immediately. Teams can begin work same day and eliminate repeated setup steps.

Create client and project folders, add links to record