Create client project drive and onboarding database record

Signed contracts often leave client files and intake tracking uncreated, stalling onboarding and outreach. You get intake-ready files and a linked onboarding record created at signing, ready same day.

Overview

Contracts that don't produce organized files or a central record leave intake fragmented and slow your client work; this flow builds a shared client drive, project folder, and onboarding record at signing. Program coordinators and client-facing staff can access files and contact details the same day, reducing manual setup and missed outreach.