For IT: populate consulting agreement intake and status
For IT: populate consulting agreement intake and status
IT admins see Consulting Agreement items left incomplete, causing intake and review delays. It fills the intake link and sets status so project managers and legal can begin intake without chasing.
Overview
Incomplete Consulting Agreement items create intake gaps and slow legal review. This workflow ensures every consulting item receives the intake form link and a triage status at creation, eliminating manual handoffs so project managers and legal begin review without chasing — improving response times and closing intake loops.
Notable Features
- Populate the intake form link
- Set project item status for triage
- Notify project managers and legal