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Create client folders and alert team on payment

Create client folders and alert team on payment

Your client intake folders and records often arrive late after payment, delaying case setup for veteran claims. Create folders and alert coordinators so intake can start within minutes.

Create client folders and alert team on payment

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Overview

When a veteran completes a paid intake, teams need a ready workspace and immediate alert to preserve momentum and documentation. This flow creates the client folder tree and texts intake coordinators so case setup begins within minutes.

Create client folders and alert team on payment