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Create client project and log contract into central DB

Create client project and log contract into central DB

Your contract form submissions need manual project setup and recordkeeping, delaying onboarding. Coordinators can start onboarding same day when the project and contract are created automatically.

Create client project and log contract into central DB

Overview

When signed contracts sit as form entries, onboarding stalls and billing readiness slips. This flow turns each contract submission into a client project and a centralized contract record, enabling coordinators to begin onboarding the same day.

Create client project and log contract into central DB