Create contract intake cards from closed deals in queue

Operations coordinators miss contract intake when closed deals linger, delaying drafting. It creates a completed intake card so contracts can start drafting and tracking agreements.

Overview

Missed or inconsistent contract intake slows drafting and creates tracking gaps. This flow turns closed deals into standardized intake cards and routes them straight to the contracts board, eliminating manual handoffs. The result: faster handoffs, clear ownership, and zero missed follow-ups for contract drafting.

Notable Features

Create standardized contract intake cards
Route intake to contract board
Notify contracts team with deal link