Create onboarding tasks from signed contracts for clients
Create onboarding tasks from signed contracts for clients
Your signed client contracts often sit unprocessed, delaying program start and forcing manual data entry. Onboarding starts same day with prefilled tasks and client details.
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Overview
Signed contracts should immediately produce prefilled enrollment tasks so your small operations team avoids manual entry and starts onboarding the client the same day. This delivers client context to Career Advisors within minutes and removes routine administrative lag.