Populate legal business name on new onboarding item

Your onboarding items missing legal names delay contracts and billing. Coordinators get contract-ready records before billing by auto-filling the legal name on the item.

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Overview

Stop manual chasing of legal names and remove a common blocker for contracts and billing. By populating legal business names on onboarding records automatically, program coordinators and compliance get contract-ready entries within minutes so billing and contracting proceed without delays.