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Create personalized client folders and populate onboarding documents

Create personalized client folders and populate onboarding documents

Your pre-consultation tasks often lack client folders and starter documents, which delays CV and cover letter work. Create populated folders and draft documents automatically so work can start same day.

Create personalized client folders and populate onboarding documents

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Overview

Manual client setup ties up your coordinators and delays first-draft delivery. This flow builds a client folder, copies template drafts, and populates them from task fields so your team can start editing same day.

Create personalized client folders and populate onboarding documents