Create onboarding task set for each new client record

Your new client intakes lack structured handoff, leaving onboarding steps unassigned and deadlines missed. It creates a dated task list so coordinators finish setup before billing.

Overview

Onboarding drift costs time and creates missed deadlines; this flow standardizes the handoff from intake to execution. It converts each new client intake into a dated task pack so coordinators and billing staff complete setup ahead of the first billing run.