Send client e-sign request and store intake files

Your intake documents and records arrive scattered, delaying agreement signatures and onboarding. It sends signature requests and stores files so you can begin work the same day.

Overview

Intake paperwork and signatures often stall onboarding and billable starts; that slows revenue and client experience. This workflow standardizes folder creation, uploads intake files, and dispatches a templated e-sign request so advisors receive signed agreements and can start engagements the same day.