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Create and send client agreement from form entry

Create and send client agreement from form entry

Your intake form responses don't convert into signed agreements, causing onboarding handoffs and billing delays. Receive created and sent agreements so your onboarding team can begin work same day.

Create and send client agreement from form entry

Overview

Stop manual contract assembly from intake forms and eliminate onboarding bottlenecks. This flow converts form answers into a sent contract and logs receivables so your onboarding and billing teams can act the same day.

Create and send client agreement from form entry