EZFolders creates a complete consulting project folder structure in seconds. Eliminate manual setup and ensure every engagement starts with a standardized, organized template.
Free folder template
Download the ready-to-use structure below and import it into Google Drive, Dropbox or SharePoint in one click.
Pain Points
- Repetitive manual folder setup for each client project
- Inconsistent consulting document organization
- Risk of missing required folders or files
- Billable time lost to non-billable admin work
Standardized Folder Structure
- README file at the root explains structure, naming, and usage
- Master hierarchy uses numbered, function-based folders for consistency
- Clear file naming: date, type, client, version, author initials
- Shallow, three-level hierarchy for fast retrieval
- Numbered prefixes enforce predictable sort order
- Subfolders for Briefs, Drafts, Final Deliverables, Client Feedback
- Periodic reviews and template version control recommended
CSV Download
Download the consulting project folder structure template as a CSV for instant upload to EZFolders: Download CSV
Benefits
- One-click creation of 25+ folders per project
- No missed folders or naming errors
- Consistent structure across all consulting engagements
- Works with Google Drive and Dropbox
How It Works
- Download the CSV template
- Upload it to EZFolders
- EZFolders builds the full folder tree in your chosen storage
FAQ
- Can I edit the template? Yes, download and modify the CSV before uploading.
- Does EZFolders create README files? No, add README files manually after folder creation.
- How many folder levels does the template use? Three levels: main folder, subfolder, and sub-subfolder.
- Can I automate folder creation for every new client? Yes, use the template for each new engagement.
- Does this work for non-consulting projects? The template is optimized for consulting, but can be adapted.
- Is version control supported for templates? Track template changes by saving new CSV versions.
Frequently asked questions
Can I edit the template?
Yes, download and modify the CSV before uploading.
Does EZFolders create README files?
No, add README files manually after folder creation.
How many folder levels does the template use?
Three levels: main folder, subfolder, and sub-subfolder.
Can I automate folder creation for every new client?
Yes, use the template for each new engagement.
Does this work for non-consulting projects?
The template is optimized for consulting, but can be adapted.
Is version control supported for templates?
Track template changes by saving new CSV versions.