Prevent duplicate client folders for business owners

Business owners find new open-files folders that match pending client folders, causing duplicate client records and missed follow-ups. Alerts notify staff to reconcile status and avoid duplicate work.

Overview

Duplicate client folders create extra reconciliation work and missed follow-ups for business owners, risking client satisfaction and billable time. This workflow surfaces matching folders to operations and creates reconciliation tasks, eliminating duplicate records and ensuring zero missed follow-ups.

Notable Features

Alert operations staff instantly
Flag matching pending client folders
Create reconciliation task for staff