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Create client project folders and update contact record

Create client project folders and update contact record

Your onboarding forms require manual folder and contact setup, delaying kickoff and burying templates. It provisions folders and the client contact so your project manager can begin work that day.

Create client project folders and update contact record

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Overview

Eliminate manual onboarding busywork by provisioning the client folder structure and contact record automatically; project managers receive a complete workspace and contact context within minutes of intake. That shortens kickoff lag and ensures templates are available the same day.

Create client project folders and update contact record