Notify your team when engagement letters are signed
Notify your team when engagement letters are signed
Engagement letters signed in your CRM can go unnoticed, stall client onboarding, and delay handoffs. This delivers signing alerts to intake coordinators and attorneys within minutes.
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Overview
When signed engagement letters sit unnoticed, onboarding grinds to a halt and client momentum is lost. This captures the signed indicator in the CRM and alerts intake coordinators and attorneys immediately, so handoffs occur within minutes and next steps start without manual chasing.