Give business owners client folders when contracts signed

Business owners see onboarding stall when signed job files get scattered in drives, causing misplaced documents and delayed project starts. So operations start onboarding within minutes.

Overview

Onboarding grinds to a halt when signed jobs lack a central place for docs—missed files delay starts and frustrate clients. Provisioning a standardized client folder at contract-sign eliminates misplaced paperwork and protects project timelines; operations report faster handoffs and fewer lost documents.

Notable Features

Create standardized client folders
Populate folders with onboarding templates
Notify operations and project managers