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Create client intake folders and copy intake form files

Create client intake folders and copy intake form files

Your intake submissions land unfiled across shared storage, delaying billing, conflict checks, and case review. Files are organized for same-day review and invoicing readiness.

Create client intake folders and copy intake form files

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Overview

Unfiled intake submissions slow billing and risk missed follow-ups; this flow guarantees each submission becomes a named client folder with an Invoice subfolder and the intake form copied inside. Program coordinators get organized, review-ready case files for same-day processing and faster invoicing.

Create client intake folders and copy intake form files