Create client record and send service agreement immediately
Create client record and send service agreement immediately
Your onboarding form submissions can leave client records incomplete and agreements unsigned, stalling intake. Capture client profiles and send agreements so intake and billing proceed same day.
Overview
When completed onboarding stages don't create records or send agreements, intake stalls and billing is delayed. This flow converts that stage into a CRM record, roster entry, and a sent client agreement so intake and billing can proceed the same day.