Create client record and send contract plus intake email
Create client record and send contract plus intake email
Your new case intake often goes unrecorded, delaying contract signing and case setup. It creates the client record, sends an e-sign contract, and confirms the client so onboarding starts same day.
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Overview
When intake sits unprocessed, contract signing and case setup stall and clients wait. This flow converts a new case into a CRM record and a sent e-sign engagement, so intake coordinators can start onboarding and billing same day.