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Create case row and alert intake team from signature

Create case row and alert intake team from signature

Signed civil agreements in your e-signature system leave case intake stalled and tracker rows missing. This creates a tracker row and pings your intake team so cases are ready same day.

Create case row and alert intake team from signature

Overview

Signed civil agreements often go untracked, stalling intake and slowing billing readiness. This flow logs each signed envelope to your case tracker and alerts intake staff so cases and files are ready the same day.

Create case row and alert intake team from signature