Update case records and send signed retainer email

Your intake files and signed agreements land in separate systems, leaving client records incomplete and billing delayed. Attach signed agreements to records so onboarding and billing start same day.

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Overview

Remove manual file hunting from client intake so your ops and billing teams can start work the same day a client signs. This flow attaches signed agreements to the correct lead, updates status, and sends an immediate client confirmation, reducing onboarding friction and missed invoices.