Send risk questionnaire and update client record instantly
Send risk questionnaire and update client record instantly
Risk form submissions don't trigger outreach or updates, leaving onboarding stalled and advisors without client context. Send the questionnaire and log client status so onboarding starts same day.
Overview
When a client submits your risk form, they should immediately receive the questionnaire and your intake records should reflect progress. This flow removes manual handoffs so advisors and coordinators can start tailored onboarding the same day and see status at a glance.