Send client signature request after intake call for new client
Send client signature request after intake call for new client
Your intake calls leave new-client paperwork unfinished and cause intake teams to chase signatures. You receive signed agreements automatically so onboarding completes same day.
Overview
Intake-qualified new clients often stall because agreements aren’t sent or tracked. This flow sends a templated signature request the moment a qualifying intake arrives and records the send so intake and marketing ops have signed agreements same day.