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Create client file folders and starter subfolders automatically

Create client file folders and starter subfolders automatically

Your contact records without client folders leave case documents scattered and slow intake. Create a consistent folder structure per client so files are ready for review within minutes.

Create client file folders and starter subfolders automatically

Overview

When contact records arrive without a client folder, intake stalls and documents get misfiled. This flow creates a complete client folder and essential subfolders as soon as a client reference exists, so you and your coordinators can start review and filing within minutes.

Create client file folders and starter subfolders automatically