1. 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
2. Marketing
   1. CE Materials
   2. Drip Marketing
   3. InSight Designs and Logos
   4. Marketing Tools
   5. Planning Partners
   6. Website
3. Contacts & Prospects
   1. Business Cards
   2. Direct Mailing List
   3. Prospective Clients
      1. Organizations
      2. Cyrus Bathai
      3. ECS
      4. Hertiage Financial
      5. James Cribbin
         1. Anna Johnson
         2. Charles Graybeal
         3. Chris Nichals
   4. Planning Partners
   5. Organized by name of referral.
4. Research & Development
   1. Deeds
   2. Financial Planning
   3. Medicaid Planning
   4. Advanced Planning
   5. Divorce
   6. Real Estate Forms
   7. Settlement
   8. Life Settlements
   9. Purposeful Trust
   10. EMYTH
5. Maintenance & Education
   1. Trustee Training
   2. InSight Maintenance Solution
   3. Funding Materials
      1. Activity Charts
      2. Concerns Memo
      3. Training
      4. Vehicle Funding
6. Administrative
   1. Charts
   2. InSight Law Meeting Packets
   3. Operators Manual Materials
   4. Mailing Room
   5. Procedures
   6. Bobby's Phone Calls
   7. Team Meetings
   8. Directions to Our Office
   9. Hot Docs Custom Templates
   10. Daily DSR's and Ideal Weeks
   11. Ancillary Document Materials
   12. Funding Binder Labels
7. Archive
8. Place into these folder anything client-specific.
9. Place into these folders any general information that is not specific to a particular client. Any research, forms, templates, samples are appropriate here.