Send contract and update contact record after entry
Send contract and update contact record after entry
New contact entries without signed contracts stall intake and leave staff lacking agreement context. This sends the contract and updates the contact so you have a signed agreement before drop-off.
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Overview
Unsigned contracts at intake slow drop-off and create extra follow-up work for coordinators. This flow sends the client contract immediately and writes the sent document link back to the contact record so intake is ready same day.