The filled-out documents should live in a client-specific workspace within your Notion system. Here’s how to organize it cleanly without cluttering your main operating structure:

Page Tree Location for Completed Intake Documents

📂 Clients

📁 [Client Name – e.g., “John & Mary Harris”]

📄 Intake Form (Submitted by Family)

📄 Screening & Fit Notes (Your Internal Form)

📄 Discovery Visit Notes

📄 Ongoing Summary & Care Notes

📄 Tier Agreement & Service Plan

📁 Logs & Communication (emails, summaries, check-ins)

📁 Legacy Moments

How This Works

• Each client/family gets their own folder under the main “Clients” database or page group.
• You can duplicate your intake and screening templates into their folder when a new client enters the pipeline.
• Use toggles or linked subpages inside the client folder to keep it tidy, especially if you handle multiple clients.

Would you like a ready-to-copy Notion folder template structure with links, toggles, and placeholders to speed this up?

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Archived Clients