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Send welcome email to new client after signature completion

Your signed client contracts go unacknowledged, leaving intake teams without confirmation and delaying assignment. You get an automated welcome email so coordinators can begin work the same day.

Send welcome email to new client after signature completion

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Overview

Signed contracts often sit without acknowledgement, which stalls intake and delays assignment. This flow sends a branded welcome email to the signer within minutes of signature, giving intake coordinators the context to begin work the same day and reducing manual follow-up.

Send welcome email to new client after signature completion