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Create client onboarding folders for intake coordinators before first meeting

Create client onboarding folders for intake coordinators before first meeting

Your ready-for-onboarding items lack client folders, causing intake delays and missed deadlines. It provides structured client folders and moves assessment files so coordinators start work before the next workday.

Create client onboarding folders for intake coordinators before first meeting

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Create client onboarding folders for intake coordinators before first meeting