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Create client agreement drafts from intake webhook data

Create client agreement drafts from intake webhook data

Your intake payloads arrive without prefilled agreements, causing manual entry and slower signings. Send prefilling agreement drafts so clients sign faster and onboarding completes same day.

Create client agreement drafts from intake webhook data

Overview

When intake systems don't produce prefilling agreements, manual entry stalls signings and onboarding slips. This flow turns inbound payloads into completed, masked agreement drafts and sends them for signature within minutes, so account managers can finalize onboarding same day.

Create client agreement drafts from intake webhook data