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Create client file copies in team intake folders

Create client file copies in team intake folders

Intake PDFs in a personal folder are invisible to staff and delay case prep. They are copied to shared client folders with links ready for same-day review.

Create client file copies in team intake folders

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Overview

Run a nightly process that pulls new client intake PDFs out of personal storage and files them into shared client folders so your managing member and case coordinators always find documents in one place. That reduces prep friction and delivers shareable links for same-day client outreach and review.

Create client file copies in team intake folders