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Create client folders and update client database record

Create client folders and update client database record

Your client onboarding rows lack a standard folder structure, which buries documents and slows handoffs. It creates folders and writes links so intake and billing can start same day.

Create client folders and update client database record

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Overview

Manual folder creation stalls onboarding and makes billing wait on documents. This flow guarantees a consistent folder structure and writes accessible links back to the client record, so intake and billing can act the same day.

Create client folders and update client database record