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Client File Setup Checklist

$7

Client File Setup Checklist - 20-item, 4-phase Executable Checklist

Standard client file structure: agreements, schedules, documents, correspondence and version control so any coordinator can cover any client in ten minutes.

What you get:

  • 4 phases (Standard Structure, Document Control, Correspondence Log, Coverage Test), every check executable on the real thing - by you or an AI agent
  • Each check is marked agent-automatable or human decision (55% agent-automatable) and carries the why: the exact failure it prevents
  • Ships as plain markdown - paste into your project tool, no software lock-in
    Updates: included. One-time price, no subscription.