Create structured assessment folders for new client projects
Create structured assessment folders for new client projects
Your security assessment materials land unstructured, slowing reviews and audit prep. Standard folders are created for each intake so engineers and coordinators find files the same day.
Overview
When intake folders are ad hoc, engineers and coordinators waste time locating evidence and reports. This workflow creates a predictable folder hierarchy and surfaces contracts to legal and billing within minutes so handoffs complete the same day.