10 Minute Tidy Office Tip 62: Client Files and Binders

by shannon on January 28, 2013

Depending on the type of business you are running out of your office, you may have client or patient paperwork that you need to maintain as active, ongoing files, or binders. If your current clients don’t need a lot of paperwork kept on hand, a file will be fine to keep their documents contained. If there is a large volume of paperwork for each client, then binders will be a more functional solution.

Depending on your industry, binders that are always set up the same for each client and centrally located make it a quick reference point for all your coworkers. There are companies that create pre-printed binder tabs that will systematically set up every section of a typical law or medical process. Pre-printed binder tabs are also available for estate planning which may help more families to keep track of their loved ones’ most important documents. See http://bindertek.com for examples.

In these examples I have referred to paper documents, but if your office is moving toward paperless, the electronic documents for each client would be stored according to a designated system as well. Usually filing by client name and then having folders within that client’s file would correspond to the “binder tabs” referenced above.

 

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