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Create client and review tasks from completed form

Create client and review tasks from completed form

Your completed engagement forms sit untracked, delaying client setup and missing signed-agreement attachments. Create a CRM record and review tasks automatically so onboarding completes within three days.

Create client and review tasks from completed form

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Overview

When a client completes an engagement form, manual follow-up and filing can take days and risk lost signed agreements. This flow creates the CRM record, stores the signed PDF with a short link, and assigns high-priority review tasks so onboarding finishes within three days.

Create client and review tasks from completed form