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Create project and client record from new order

Create project and client record from new order

New orders arrive without project or client records, leaving editors without billing context. It creates the client and project so editors can start and track time same day.

Create project and client record from new order

Overview

Orders often arrive without structured project or client records, forcing editors to wait while someone sets up billing and tracking. This flow creates the client and a billable project automatically so editors can start and log time the same business day, reducing manual handoffs and missed hours.

Create project and client record from new order