1. Administrative
   1. Ancillary Document Materials
   2. Bobby's Phone Calls
   3. Charts
   4. Daily DSR's and Ideal Weeks
   5. Directions to Our Office
   6. Hot Docs Custom Templates
   7. Insight Law Meeting Packets
      1. Delivery Meeting
         1. Operator Manual Materials
            1. Forms
            2. Binder Materials
         2. Combines two former folders: Operator Manual Binder Materials & Operator Manual Forms
   8. Mailing Room
   9. Procedures
   10. Team Meetings
2. Archive
3. Clients
   1. A-K
      1. Allen, Rob & Tracy
         1. Delivery Meeting
         2. Design Meeting
         3. Discovery Dialogue
         4. Financial Strategy
         5. Funding
         6. InSight Maintenance
         7. Initial Interview
   2. L-P
      1. Levine, Samuel
   3. Q-Z
      1. Qureshi, Abid
         1. Estate Planning
            1. Delivery Meeting
            2. Design Meeting
            3. Discovery Dialogue
            4. Funding
            5. InSight Maintenance
         2. Financial Planning
         3. Legal
      2. When a client is using services other than just Estate Planning, create additional folders.
   4. HotDocs Answer Files
   5. Priceless Conversations
4. Contacts & Prospects
   1. Business Cards
   2. Direct Mailing List
   3. Planning Partners
   4. Prospective Clients
      1. Cyrus Bathai
      2. ECS
      3. Hertiage Financial
      4. James Cribbin
         1. Anna Johnson
         2. Charles Graybeal
         3. Chris Nichals
      5. River Creek
   5. Organized by name of referral source.
5. Maintenance & Education
   1. Funding Materials
      1. Activity Charts
      2. Concerns Memo
      3. Funding Forms
      4. Training
      5. Vehicle Funding
   2. InSight Maintenance Solution
   3. Trustee Training Materials
6. Marketing
   1. CE Materials
   2. Drip Marketing
   3. InSight Designs and Logos
   4. Marketing Tools
   5. Newspaper Ad
   6. Short Presentations
   7. Website
7. Research & Development
   1. Advanced Planning
   2. Charitable Planning
   3. Deeds
   4. Divorce
   5. EMYTH
   6. Financial Planning
   7. Guardianship
   8. Legal Forms
   9. Life Settlements
   10. Loan Mod
   11. Medicaid Planning
   12. Purposeful Trust
   13. Real Estate Forms
   14. Settlement
8. Place into these folder anything client-specific.
9. Unused files and records.
10. This folder contains any non-specific, general information about our services. Any research, forms, samples, templates, etc. go in here.