Each client is difference since each of their needs are different and some I connect to remotely thereby creating a virtual file system and processes for them on their system. I also utilize Skype and Smartsheets as communication tools and for organization of some others. Again it depends on the client and their overall need. There are many great project management programs that can be used as well but I find that smartsheets works well for most of my clients needs because of the intergration with Google Docs and thereby streamlined file sharing.

You need to find what works best for you first since most of your clients will be working with you and your overall system. I have some clients who are glad to utilize the sheets and others who don't want the hassle of another area to access and will simple use email or fax to get me the information with no organization what-so-ever. That is why I have a rules and category system in place.

Another gem I just started with one client is a Wiki and I am trying to figure how I can use this process for client organization as well.

Hope this answers your question this time.

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Lee Drozak
My Office Assistant