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Create client records and send T&Cs to new clients

Create client records and send T&Cs to new clients

New subscriptions can leave your client intake split across spreadsheets and time tools. It creates the client record, sends terms for signature, and updates records so onboarding starts same day.

Create client records and send T&Cs to new clients

Overview

When a paid subscription arrives, fragmented intake stalls billing and delays onboarding. This flow converts each subscription into a complete client file, issues the T&C for signature, and updates your sheets and tables so coordinators and billing staff can act same day.

Create client records and send T&Cs to new clients