Create assignment sheets from intake form submissions now

Assignment form submissions require manual assembly into sheets, delaying onboarding and client signings. Documents are generated and delivered ready for review and signature the same day.

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Overview

Stop spending staff hours assembling assignment sheets by hand; this flow turns each completed intake into a populated, review-ready PDF within minutes. Legal clerks and estate planning staff get ready-to-sign paperwork the same day, reducing onboarding delays.