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Create project workspace and records from new form

Create project workspace and records from new form

Your project intake forms leave new jobs without folders, time-tracking entries, or central records, delaying kickoff. This delivers ready folders and records so your team can start within minutes.

Create project workspace and records from new form

Overview

Stop manual onboarding that stalls drafting starts—automatically provision folders, time-tracking projects, records, and team channels from each intake form so project managers can begin setup within minutes. That reduces admin friction and ensures billable time and client access are ready from day one.

Create project workspace and records from new form