Data science: generate engagement agreements on completion

Data scientists miss checked onboarding tasks, causing delayed signatures and handoffs. Create a populated engagement agreement and attach it to onboarding so legal and account teams begin review.

Overview

Onboarding stalls when agreements aren't generated and linked, delaying client kickoff and creating legal/account handoff risk. This workflow generates and attaches a populated engagement agreement to the onboarding record and alerts legal and account reviewers, eliminating missed handoffs and enabling prompt review.

Notable Features

Create populated engagement agreement PDFs
Attach agreement to onboarding record
Notify legal and account reviewers