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Create project folder structure from new client form

Create project folder structure from new client form

Your new client intake form leaves projects without a shared job folder, scattering drawings, contracts, and vendor lists. Get a standardized project folder tree and starter docs ready the same day.

Create project folder structure from new client form

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Overview

When intake forms don't spawn job folders, teams waste time hunting for drawings, contracts, and vendor lists. This workflow creates a consistent project folder tree with starter docs within minutes, so project managers and office admins can begin coordination the same day.

Create project folder structure from new client form