Create engagement folder and contact for free consultations

Your consultation signups land as raw submissions without a client folder or engagement notes. Create a contact, client folder, and populated engagement document so coordinators can follow up same day.

Overview

When consultation requests arrive, coordinators need files and contact data ready to act. This flow creates a client folder, a filled engagement document, and a contact record so your team can follow up and prepare same day. It removes manual folder creation and ensures every booking has an ownership pathway before the meeting.