Send completed contract and client guides to solicitors
Send completed contract and client guides to solicitors
Your completed contract PDFs and signing links aren't always shared with instructing solicitors, stalling case progress. It emails the contract and guides and logs the outreach, keeping solicitors informed same day.
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Overview
When a contract is finalized, your case handlers need instructing solicitors notified immediately so cases keep moving. This workflow delivers the completed contract and data-collection guides and logs the outreach, keeping solicitors and project managers informed same day.