Attach signed service agreement to client account record
Attach signed service agreement to client account record
Your signed agreements from intake forms often remain unfiled, delaying case setup and billing for veterans. Attach files to client records automatically so coordinators can begin billing same day.
Overview
Signed service agreements left in forms slow case setup, billing, and compliance for veteran claims. This flow files each signed agreement to the right client record so coordinators can start billing and filings same day.