Attach signed packet to client record from chat
Attach signed packet to client record from chat
You miss client context when signed packets sit in chat, stalling onboarding and billing. The file is attached to the client record so account managers have docs same day.
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Overview
Signed packets buried in chat slow client onboarding and delay billing. This flow extracts the file and contact details from the message and attaches them to the matching client record so account managers see finalized agreements same day.