Send updated client card details to contact system

When client cards update without a sent date, you can miss dispute context and slow onboarding. Get contact and dispute fields pushed to your contact system so follow-ups happen same day.

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Overview

Manual handoffs from project boards create contact gaps and missed dispute follow-ups that slow onboarding. Route updated client card contact and dispute fields into your contact pipeline automatically so coordinators can begin outreach and close follow-ups the same day.