Mark signed retainer and notify project team same day

Signed retainer PDFs often go untracked, leaving projects without confirmed contract status. It updates the central retainer record and notifies project coordinators same day.

Mark signed retainer and notify project team same day

Overview

When retainers are signed, project start is often delayed by manual checking and missed notices; this flow updates your central retainer record and pings coordinators automatically. That means project coordinators and technical operations can allocate resources and schedule searches the same day, without chasing signatures.

Mark signed retainer and notify project team same day