Send client intake packets to external partners and counsel

You get intake forms and agreement PDFs inconsistently delivered, causing partners to miss prep. Partners get attachments and appointment details automatically so they can review ahead of meetings.

Overview

When intake paperwork doesn’t reliably reach outside partners, reviews and scheduling stall and meetings start underprepared. This flow delivers intake packets, agreements, and appointment details to partners automatically so your account leads and program coordinators can review files ahead of scheduled meetings.