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Create client record and onboarding task from payment

Create client record and onboarding task from payment

You miss client setup when paid purchases don't create intake entries, delaying estate plan delivery. Create the client record and onboarding task automatically so plans begin same day.

Create client record and onboarding task from payment

Overview

When a client pays for an estate plan, manual entry can delay delivery and frustrate buyers. This flow turns each qualifying payment into an updated contact, immediate intake enrollment, and an operations task so onboarding starts same day.

Create client record and onboarding task from payment