Route client files into alphabetical inactive archive folders
Route client files into alphabetical inactive archive folders
Your client files in the Active folder become buried, slowing coordinators from finding finalized records. It routes files to alphabetical inactive folders so staff can prepare before appointments.
Overview
When intake folders fill up, coordinators waste time hunting for finalized client records and prep stalls before appointments. This workflow routes each incoming file to its alphabetical inactive folder, restoring a clear active workspace and enabling staff to prepare documents within minutes.