Create onboarding project and client folder with compliance
Create onboarding project and client folder with compliance
Signed client agreements arrive without a project or client folder, stalling compliance and kickoff. It creates the project, folder, and intake row so onboarding can begin tasks same day.
Overview
Manual handoffs after signatures slow onboarding and risk missed compliance windows. This flow converts a completed agreement into a populated onboarding project, organized client folder, and intake row so program coordinators can start compliance checks and client setup the same day.