A Simple File Naming System for Forms
Use a predictable file naming system for forms and client records: client, project, date and document type, with a clear version rule.
Articles
Five Business Form Mistakes That Create Follow-Up Work
Five business form mistakes—too many fields, unclear labels, missing next step, no owner and inconsistent file names—and how to fix them.
How to Organize Client Details Without a Messy Inbox
Organize client details with one record per client, a consistent naming rule and a clear distinction between requests, decisions and files.
A Form Review Checklist Before You Send
Review a business form for purpose, labels, required fields, privacy and the next step before sending it to a client.
How to Design a Client Intake Form
Design a client intake form around the next decision: contact details, context, constraints and a clear next step, with every field justified.