Update client participant status when retainer is signed
Update client participant status when retainer is signed
You get signed retainer PDFs that aren't linked to participant records, delaying onboarding. Records are updated and evidence links added automatically, same day.
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Overview
Signed retainers often live in a signature tool while CRM records stay outdated, which stalls onboarding and billing. This flow flips that: the participant gets marked retained and an evidence link is attached automatically, so coordinators and billing can act the same day.