Engineering: notify legal team when new client enters funnel

Engineers miss contract specifics when new client records sit in the legal funnel, causing delays in contract preparation. So legal can start contract prep promptly.

Overview

Missed contract instructions slow onboarding and increase legal risk. This workflow routes every new client in the legal funnel to counsel with contract-specific instructions and missing-document flags, so legal can begin preparation promptly and verification gaps are reduced.

Notable Features

Route new client records to legal
Attach contract instructions and mission details
Notify assigned counsel with priority flag