Create standardized client portal folders at client creation
Create standardized client portal folders at client creation
Your new client records lack a consistent portal folder structure, so documents get scattered and onboarding stalls. Creates a standard folder set so client success can begin intake the same day.
Overview
New client records often arrive without a standardized place to store intake documents, which slows onboarding and creates retrieval friction. This flow provisions a consistent portal channel and folder set within minutes so client success and operations can begin intake and handoffs the same day.