Send resume request emails for orders missing materials
Send resume request emails for orders missing materials
You get orders missing a client resume or questionnaire, causing drafting delays. Get clients contacted and documents collected so drafts start the same business day.
Overview
Orders that arrive without a client resume routinely stall drafting and delay expedited work. This flow reaches out to the client automatically and escalates unresolved expedited orders to your team channel, so onboarding coordinators have required documents within hours.