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Create feedback doc for consultants from forms immediately

Client feedback forms aren't attached to consultant records, leaving reviews and billing without context. It creates a templated feedback doc and files it to the consultant folder, making records review-ready same day.

Create feedback doc for consultants from forms immediately

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Overview

Stop losing client feedback and manual filing effort across your delivery teams. This flow turns each form submission into a dated feedback document stored under the consultant and marks the consultant record, so program managers and billing staff have review-ready evidence same day.

Create feedback doc for consultants from forms immediately