Send signed representation agreements to new intake clients

Your approved intake rows often leave engagement agreements unsent and delay billing. This sends the agreement, notifies the client, and updates your tracker within minutes.

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Overview

Stop manual contract follow-ups that slow client starts. This flow sends your representation agreement as soon as an intake row is marked approved, updates tracking, and notifies billing so cases can begin the same day. It removes clerical bottlenecks and gets matters revenue-ready faster.