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Create client agreement and add new clients to tracker

Create client agreement and add new clients to tracker

Your client intake forms can sit unprocessed, delaying contract signing and leaving project managers without billing-ready records. This delivers signed contracts and starter data the same day.

Create client agreement and add new clients to tracker

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Overview

Intake forms left unattended slow onboarding and delay revenue recognition. This flow generates and sends the right contract, logs a starter client row, and notifies your project managers so signed agreements and billing-ready records arrive the same day.

Create client agreement and add new clients to tracker