New in FolderCopilot Desktop

Company Starter Kits

Your company's whole folder system, set up in one step. Company folders, a standard structure for every project, checklists, automations and project stages, built for your industry.

What's in a kit

Company folders

Admin, finance, people, standards and a projects area, ready on your shared drive.

A project template

Every new project, job, matter or client gets the same structure, named your way.

Automations

Repeat the busy work, like assembling a handoff or closeout package, on every project.

Project stages

See where each project stands from what's actually in its folder.

Kits by industry

Professional Services Firm

Free

One folder standard for every client engagement, from proposal to invoice.

23 company folders · Client Engagement template (10 folders) · 1 automation · 5 stages

See the folders

Accounting Practice

Pro

Practice administration, a knowledge library and one folder per client per year.

21 company folders · Client Year template (13 folders) · 1 automation · 5 stages

See the folders

Architecture & Engineering Firm

Pro

A studio folder system with CAD standards and a project structure from brief to closeout.

25 company folders · Design Project template (29 folders) · 1 automation · 7 stages

See the folders

Construction Company

Pro

Safety, estimating and subcontractor records, plus a standard job folder through closeout.

24 company folders · Construction Project template (21 folders) · 1 automation · 5 stages

See the folders

Healthcare Practice

Pro

Run the practice side of a clinic: administration, credentialing, facilities and quality.

30 company folders · Practice Initiative template (7 folders) · 4 stages

See the folders

Land Survey Firm

Pro

Company admin, a job library and a standard job folder, with a field setup automation.

18 company folders · Survey Job template (18 folders) · 1 automation · 6 stages

See the folders

Legal Practice

Pro

Firm administration, a precedents library and a standard matter folder from intake to closing.

25 company folders · Matter template (16 folders) · 1 automation · 5 stages

See the folders

Don't see your field? Start with the Professional Services kit, or turn your own folder structure into a kit with "Save a folder as a kit" in the desktop app.

How it works

  1. 1

    Pick a kit

    In FolderCopilot Desktop, open Templates → Company Starter Kits.

  2. 2

    Choose where

    SharePoint, OneDrive, Google Drive, Dropbox and network drives are found for you.

  3. 3

    Check and preview

    Names, path lengths and free space are checked, then you see every folder first.

  4. 4

    Set it up

    The folders are created in one step. Undo is one click away.

Nothing is created until you've seen it.

Existing files are never changed; setting up again only adds what's missing.

Every setup can be undone.

Kits run in FolderCopilot Desktop

The desktop app for Windows is free to download. Industry kits are included with Pro.