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Create consultant onboarding case and attach documents from forms

Create consultant onboarding case and attach documents from forms

Your consultant intake forms lack structured records, delaying vetting and onboarding for program coordinators. Create cases with attachments so coordinators can start checks the same day.

Create consultant onboarding case and attach documents from forms

Overview

Manual intake wastes coordinator time and delays consultant vetting, often pushing decisions to the next day. This flow turns form submissions into structured onboarding cases with attached documents so intake specialists can begin checks and scheduling the same day.

Create consultant onboarding case and attach documents from forms