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Create client project folders consistently from intake data

Create client project folders consistently from intake data

Your client intake submissions leave documents scattered and delay lodgement preparation. Create a consistent project folder set so your practice can begin work the same day.

Create client project folders consistently from intake data

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Overview

Intake without a standard filing template slows lodgement and creates risk when documents are scattered. This flow builds a complete, consistent folder set from each intake and alerts coordinators on missing templates so work can begin the same day.

Create client project folders consistently from intake data