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Create client folders and starter subfolders on confirm

Create client folders and starter subfolders on confirm

Your confirmed client folders lack a consistent layout and documents get scattered. It creates a complete client folder set so coordinators can begin work same day.

Create client folders and starter subfolders on confirm

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Overview

When a lead becomes a confirmed client, your team needs predictable file structure so billing and delivery aren't delayed. This flow automatically provisions a complete client folder set and starter subfolders so coordinators can access organized documents and begin work the same day.

Create client folders and starter subfolders on confirm