Skip to content
Log inSign up
Templates
Create new client record from completed signature package

Create new client record from completed signature package

Your completed signature files arrive without a client record, so intake stalls and billing waits. It creates the client record and attaches signed files so coordinators can act same day.

Create new client record from completed signature package

Overview

Signed client paperwork often arrives without a linked contact, stalling intake and billing. This flow creates or updates the client record and attaches the completed files so intake coordinators and billing can act the same day.

Create new client record from completed signature package