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Create client record and send engagement docs to team

Create client record and send engagement docs to team

Your intake table lacks a consolidated client record, delaying setup for coordinators. It creates the client profile, sends the authorization, and notifies your team so onboarding starts same day.

Create client record and send engagement docs to team

Overview

Manual intake entries keep engagement teams waiting and risk missed authorization steps; intake coordinators spend time reconciling submissions instead of onboarding. This flow turns each intake row into a created client record, issues the authorization packet, and alerts the right people so onboarding can begin same day.

Create client record and send engagement docs to team