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Create CRM intake with signed retainer and parties

Create CRM intake with signed retainer and parties

Signed retainers and intake PDFs often remain in the intake CRM, delaying onboarding. This pushes files and party data into your CRM so intake coordinators can act same day.

Create CRM intake with signed retainer and parties

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Overview

If signed retainers and intake PDFs never reach your billing and CRM systems, onboarding stalls and revenue recognition is delayed. This flow reliably pushes attachments and normalized party records into the downstream CRM, so intake coordinators can start processing same day and billing stays on schedule.

Create CRM intake with signed retainer and parties