For business owners: keep client folders single-source of truth

Business owners lose track of client file versions when duplicates clutter folders. Move prior files to an archive folder so coordinators use one reliable source.

Overview

Duplicate client files create version confusion and billing headaches for business owners. This workflow archives prior files and alerts coordinators, preserving a single source of truth and preventing rework. The result is smoother handoffs and fewer file-related disputes.

Notable Features

Move duplicates to archive folder
Notify coordinators when files archived
Maintain one authoritative client folder