Create standardized estate client folder structure from deal
Create standardized estate client folder structure from deal
Your estate deals lack a consistent folder process, causing intake and document collection to stall for project managers. Creates a full client folder set so files are available to start work same day.
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Overview
When a deal moves into intake, coordinators often waste hours setting up folders and chasing missing documents. This workflow delivers a complete client folder structure automatically so your project managers and estates coordinators can begin work the same day and avoid intake bottlenecks.