Create standardized client folders and notify intake reviewers
Create standardized client folders and notify intake reviewers
New accounting contacts often arrive without a standard client folder, scattering billing paperwork. It creates a complete folder and year subfolders so accounts and admins can start billing same day.
Overview
When new client records arrive without a file, admins waste hours creating folders and hunting documents. This flow builds a complete client folder tree and alerts your intake reviewer so accounts staff can begin billing and onboarding the same day.