Keep client care letter status current for operations

Operations coordinators miss signature updates after client care letters are sent, stalling onboarding. It marks status PENDING when letters are sent so signatures are visible for follow-ups.

Overview

Manual status tracking leaves onboarding stalled and signatures untracked. This workflow marks the Client Care Letter Status as PENDING on send, surfacing outstanding signatures so operations coordinators can prioritize follow-ups and keep onboarding moving. The result is clearer handoffs and fewer missed signatures.

Notable Features

Mark Client Care Letter as PENDING
Notify operations coordinators on changes
Log dispatch events to central sheet