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Create project folder and checklist from intake form

Create project folder and checklist from intake form

Your visa intake forms need manual folder and checklist setup, delaying case starts and invoices. This builds a project folder, copies the checklist, and logs a tracker row so cases are ready same day.

Create project folder and checklist from intake form

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Overview

Intake that requires manual setup slows your small migration practice and stalls invoicing; this flow makes project creation immediate and repeatable for program coordinators and billing staff. With folders, checklists, and tracker rows generated automatically, cases are ready to work same day.

Create project folder and checklist from intake form