Brian,
Thank you for the detailed response. I'm glad I asked as I certainly wasn't expecting pooling to be so complex or expensive! So my first order of business is to cull and organize what I already have. I'm guessing creating folders by year that contain folders by client name is the most logical way to go. If you have a better suggestion, please share. I'd much rather spend time getting it right the first time over spending countless hours repeatedly going back to refine a failing system.
Thank you,
Karen