• Why depth matters: shallow is better than deep
• Organizing by client vs. project vs. document type (when to use which)
• Role-specific folder templates:
  • Consultant: Client → Project → Deliverable Type
  • Paralegal: Case → Document Category → Chronological
  • Claims Analyst: Year → Claim ID → Document Type
  • Financial Analyst: Period → Analysis Type → Company/Division
  • Operations Manager: Function → Process → Version
• The "Archive" folder strategy: keeping active work visible
• Cloud vs. local: what AI can actually see in each