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Create full client take-on folder structure from agreements

Create full client take-on folder structure from agreements

Your new agreements often arrive without organized client folders, forcing manual setup and slowing onboarding. Provision standardized folders and templates automatically so files are ready same day.

Create full client take-on folder structure from agreements

Overview

When agreements hit your system, manual folder setup pulls onboarding coordinators away from higher-value work and delays client readiness. This flow provisions a complete folder structure and copies onboarding templates automatically, so files are ready for handoff same day.

Create full client take-on folder structure from agreements