Create new client onboarding card and structured folder

Closed deals arrive without onboarding tasks or a standard folder, causing kickoff delays and scattered files. Get a prefilled task card and populated folder so coordinators start same day.

Overview

Manual setup after deals close creates handoff friction and wastes time. This flow delivers a prefilled onboarding task and a structured client folder as soon as a deal closes, so coordinators can begin onboarding the same day and reduce kickoff delays.