Partner: attach signed retainers to client intake records

Partners miss signed retainers in email, delaying coaching program starts and onboarding. This routes signed retainers into intake records so operations staff begin onboarding with complete files.

Overview

Missing signed retainers stalls coaching program starts and forces partners into manual searches. This workflow ensures every signed agreement lands on the correct intake record so operations can begin onboarding with complete files and fewer handoffs. Teams report faster handoffs and reduced manual errors.

Notable Features

Attach signed retainer PDFs to intake records
Notify operations when attachments arrive
Match signer email to client record