Create organized contract folders when deals close for legal
Create organized contract folders when deals close for legal
Won deals lack a consistent contract folder, making legal and onboarding hunt for NDAs and SOWs. Create standard subfolders so legal and ops get files ready for handoff.
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Overview
When deals close without consistent storage, legal and onboarding waste time hunting for agreements and risk slowing handoffs; this workflow provisions a standardized contract folder per won customer within the hour. That gives legal and operations immediate access to NDAs, MSAs, and pilot files at the post-sale handoff.