File Organizer
Client Onboarding
Bring a new client into HARPEO — scan their folder, classify documents, generate a plan, organize copies, and snapshot their books.
1 · Client folder
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2 · Classified documents
Scan the folder to see the classified documents.
3 · Analysis + HARPEO plan
Run a scan first to enable the analysis.
4 · Organize (copy to folders)
🛡️ Files are only COPIED into classified folders — your originals are never moved, renamed, or deleted.
Run a scan first to enable the analysis.