Send authorization form links to clients from case records
Send authorization form links to clients from case records
Your intake stalls when authorization links aren't sent, forcing coordinators to chase signatures and delaying onboarding. It sends links so clients can sign same day.
Overview
Missing authorization links slow intake and create manual work for coordinators. This flow finds the case and client, issues a signed-link invite, and emails the client so intake coordinators capture signatures same day and keep cases ready for next steps.