Business owners generate ready-to-sign petition PDFs when lead flagged
Business owners generate ready-to-sign petition PDFs when lead flagged
Business owners see unnotified photo-ticket leads idle, delaying legal filing and risking missed submissions. Generate prefilled petition PDFs when a lead is flagged so agents get ready-to-sign files.
Overview
Unnotified photo-ticket leads stall legal action and expose you to missed filings. This workflow turns a lead flag into a prefilled petition PDF and routes it to case agents for signature, eliminating manual assembly and ensuring zero missed follow-ups. Users report faster handoffs and fewer assembly errors.
Notable Features
- Create prefilled petition PDFs
- Attach PDFs to lead records
- Notify case agents for signature