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Create onboarding tasks and client files after signed agreement

Create onboarding tasks and client files after signed agreement

Signed client agreements arrive without assigned next steps, stalling onboarding and billing. It creates onboarding tasks and files so coordinators can start setup same day.

Create onboarding tasks and client files after signed agreement

Overview

When a client signs an agreement you need a reliable handoff — not manual checklists. This workflow turns signed forms into prioritized tasks, stored agreements, and updated records so advisors and coordinators can begin onboarding the same day.

Create onboarding tasks and client files after signed agreement