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Create starter project folder and documents from form entry

Create starter project folder and documents from form entry

Your intake form submissions scatter documents and delay handoffs and billing prep. It creates a named folder and copies starter templates so coordinators can begin work same day.

Create starter project folder and documents from form entry

Overview

Stop manual folder creation from slowing new engagements — this flow guarantees every form submission produces a ready folder with contract, invoice, and completion files. Coordinators receive a complete workspace within minutes so work and billing can proceed same day.

Create starter project folder and documents from form entry