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Create client letters from portal requests and store copies

Create client letters from portal requests and store copies

Your portal letter requests create scattered drafts and missing PDFs that slow billing. Finalized letters are archived to client records for immediate download and audit before the next billing run.

Create client letters from portal requests and store copies

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Overview

Manual letter creation ties up a small admin team and risks delays to billing and compliance. This flow converts portal requests into templated PDFs, archives them to the client file, and notifies the contact—usually within minutes—so billing and compliance staff can act ahead of the next run.

Create client letters from portal requests and store copies