Skip to content
Log inSign up
Templates
Create client folder structure and update onboarding records

Create client folder structure and update onboarding records

Unsigned or unfiled agreements stall client intake and leave attorneys without case files. Create folders, file the signed PDF, and update the client record so work begins same day.

Create client folder structure and update onboarding records

Overview

Signed agreements should trigger immediate onboarding, not manual follow-up. This flow creates the folder structure, files the signed PDF, updates the client record, and kicks off billing and intake so staff can start work the same day.

Create client folder structure and update onboarding records