Create client folders and starter docs for new contracts
Create client folders and starter docs for new contracts
Signed contracts without folder setup slow student onboarding and meeting prep. Folders and starter docs are created automatically so intake can begin same day.
Workflow preview:
Zap details:
Overview
When paid agreements sit unprocessed, onboarding stalls and your small counseling team spends time creating folders and files manually. This flow builds a complete client folder tree, drops in starter templates, and logs the client row so intake begins within minutes and first meetings can be scheduled same day.