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Create client intake folder and populate tracking sheet

Create client intake folder and populate tracking sheet

When a support item moves into setup, intake folders and starter docs often go uncreated, causing handoff delays. You receive a ready client folder and a logged tracking row the same day.

Create client intake folder and populate tracking sheet

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Overview

Missing intake folders and starter documents create slow handoffs and frustrate coordinators when support items move to setup. This flow creates the client file and logs its location into your tracking sheet so coordinators can start work the same day.

Create client intake folder and populate tracking sheet