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Managing directors: create client folders from setup flag

Managing directors: create client folders from setup flag

Managing directors lose time when onboarding flags leave client files scattered. It creates standardized cloud folders when setup is flagged, so operations and client services start work immediately.

Managing directors: create client folders from setup flag

Overview

Onboarding stalls when client folders are set up manually — managing directors end up chasing documents and delaying billable work. This workflow creates a consistent folder structure the moment setup is flagged, eliminating manual setup steps so operations and client services can start onboarding immediately and avoid lost files.

Notable Features

  • Create folder structure from flag
  • Apply consistent folder naming conventions
  • Notify operations and client services

Managing directors: create client folders from setup flag