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Create client document link when proposal is accepted

Create client document link when proposal is accepted

Accepted proposals often lack a linked client file, scattering onboarding notes and delaying billing. New document links give practice managers consistent starter files the same day.

Create client document link when proposal is accepted

Overview

Accepted proposals should generate the right client file instantly so practice managers can begin onboarding without searching for documents. This creates a consistent link for every new engagement, reducing delays and ensuring files are ready the same day.

Create client document link when proposal is accepted