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Create and send intake agreement to new client

Create and send intake agreement to new client

Your intake agreements need manual template selection and emailing, delaying client onboarding. Get agreements created, sent, and your intake rows updated automatically within minutes.

Create and send intake agreement to new client

Overview

Intake coordinators and attorneys often spend time assembling and emailing state-specific agreements, which delays onboarding; this flow eliminates those manual steps and ensures the right document goes to the client. The result: signature requests delivered and intake records updated within minutes so cases can proceed the same day.

Create and send intake agreement to new client