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Create project record from paid client intake form

Create project record from paid client intake form

Your paid intake submissions sit untracked, delaying case setup, staffing, and billing for new engagements. The workflow creates the project record and alerts owners so setup finishes same day.

Create project record from paid client intake form

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Overview

When paid intake forms sit unprocessed, setup and billing slip, costing time and visibility. This flow turns each paid submission into a project record and alerts the owner so setup and timekeeping start the same day, reducing handoff friction.

Create project record from paid client intake form