Create onboarding entries from proposal tasks for billing

Your proposal tasks arrive unstructured, causing duplicated data entry and billing delays for returning clients. It creates onboarding records so coordinators and billing staff can act the same day.

Overview

Unstructured proposal tasks create duplicated work and delay billing for returning clients. This flow captures each qualifying proposal task as a structured onboarding row so coordinators and billing staff have a single record to act on, enabling same-day preparation and follow-up.