Skip to content
Send new client contracts to intake team before next workday

Send new client contracts to intake team before next workday

Your tagged contacts arrive without signed agreements, leaving intake staff chasing signatures and delaying case starts and initial billing. The firm captures the contract link and timestamp so onboarding and billing proceed before the next billing run.

Send new client contracts to intake team before next workday

Workflow preview:

Zap details:

Send new client contracts to intake team before next workday