Notify staff when client agreements are signed for onboarding
Notify staff when client agreements are signed for onboarding
You lose onboarding momentum when signed agreements arrive untracked, delaying enrollment and billing. Coordinators get immediate, contextual alerts so onboarding and invoicing start the same day.
Overview
When signed agreements sit untracked, onboarding and billing stall and client experience suffers. This flow routes completed signatures to the right coordinators instantly, so onboarding steps and invoices can start the same day.