Consulting IT: capture signed consulting agreements and update tracker

Business intelligence leads lose signed consulting agreements in email, causing onboarding and legal blind spots. Capture agreements and update tracker to keep onboarding moving and billing visible.

Overview

Missing signed contracts stall onboarding and create billing blind spots for consulting firms. This workflow captures every completed agreement, stores the PDF, and updates the contract tracker so legal and ops always see contract-ready status and onboarding can move forward without manual chasing.

Notable Features

Save signed contracts to cloud
Update contract tracker record automatically
Notify legal and ops channels