Create client folder and starter files on submission
Create client folder and starter files on submission
Your intake submissions often lack a client folder and checklist, slowing onboarding and hiding key documents. Create folders and copy language checklists so setup begins same day.
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Overview
When intake forms arrive without a folder or checklist, onboarding coordinators waste time hunting for client documents and setup stalls. This flow creates a standardized client folder and places localized starter checklists so coordinators can begin onboarding the same day.