Keep legal operations updated when retainers are signed

Legal ops miss signed retainer records, creating compliance gaps and stalled case handoffs. This flow updates client participant records from signed forms so case teams see retention and evidence.

Overview

Missed retainer records create compliance risk and slow case progress. This workflow ensures every signed retainer updates client participant records and evidence links, removing manual entry and giving legal ops and case teams a reliable single source of truth so case work can proceed without delay.

Notable Features

Update client participant records
Attach signed agreement evidence links
Notify legal and case teams