Create legal deal folder and subfolders for closing teams
Create legal deal folder and subfolders for closing teams
When your deals reach offer or legal stages, intake stalls without standardized deal folders. It builds a consistent folder tree and links it to the deal record so legal can start same day.
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Overview
Deals that reach offer or legal stages need a predictable place to live or handoffs slow down. This flow provisions a complete folder tree and pins the link to the deal record, turning a manual setup into a same‑day, repeatable handoff for project managers and legal coordinators.