Professional Services Firm
One folder standard for every client engagement, from proposal to invoice.
A complete folder system for consultancies, agencies and other client-services businesses: company admin, finance and people folders, a clients area, and a standard structure for every engagement, with a handoff automation and project stages.
- 33 folders
- 2 standard documents
- 1 automation
- 5 project stages
Click a folder to open it. Names use example values; you enter your own when you set it up.
What it fixes
Every engagement looks different
Each new engagement gets the same numbered folders, so anyone on the team knows where the agreement, working files and deliverables are.
Handoffs take an afternoon
The Client Handoff Package automation gathers the signed agreement and final deliverables into one folder, ready to send.
Nobody knows where a project stands
Project stages show which engagements are proposed, agreed, in progress, in review or delivered, based on what's actually in each folder.
What's included
- Company folders (23). The company-wide structure. Deploy once, into the shared drive everyone uses.
- Client Engagement template (10 folders). One folder per engagement, from proposal to invoice.
- Standard documents: Engagement checklist, File naming standard.
- Client Handoff Package automation. Collects the signed agreement and the final deliverables into one Handoff folder you can send to the client.
Project stages
Project Status in the desktop app shows each project's stage from what's in its folder, with no data entry.
- 1Proposed · A proposal has been prepared.
- 2Agreed · The client has signed.
- 3In progress · Work is being produced.
- 4In review · Work has gone to the client for feedback.
- 5Delivered · Final deliverables exist.
Who it's for
- Consultancies
- Agencies and studios
- Freelancers growing into a team
- Any client-services business
How to set it up
- Install FolderCopilot Desktop and sign in.
- Open Templates → Company Starter Kits and choose Professional Services Firm.
- Enter your company name and pick where it goes: SharePoint, OneDrive, Google Drive, a network drive or this computer.
- Review the checks and the preview of every folder, then click Apply.
- For each new client engagement, click New client engagement.
Questions
Can we rename the folders?
Yes. After setting it up the folders are ordinary folders. You can also save your adjusted structure as your own kit and use that for new engagements.
Where do the folders get created?
Wherever you choose: a SharePoint library, OneDrive, Google Drive, Dropbox, a network drive or office server, or a folder on one computer. FolderCopilot Desktop finds these for you and creates the folders there; your sync service shares them with your team as usual.
Will it overwrite anything we already have?
No. You see every folder and file before anything is created, existing files are never changed, and setting up a kit again only adds what's missing. You can undo a setup.
Are our files uploaded to FolderCopilot?
No. The folders are created on your computer or in your synced drive by the desktop app. Your documents are not uploaded to FolderCopilot to set up a kit.
Can we change the kit or make our own?
Yes. Once set up they're ordinary folders you can change. You can also turn any folder structure into your own kit with "Save a folder as a kit" and set it up again anywhere.