Update client record and send signed retainer email
Update client record and send signed retainer email
You receive signed retainer PDFs that sit unprocessed, delaying client onboarding and billing readiness. Get records updated and stakeholders notified automatically, so onboarding proceeds same day.
Overview
Signed retainers are the gate to kickoff—when they sit unprocessed your delivery and billing teams can't act. This workflow attaches the signed PDF to the client record, uploads a team-accessible copy, updates onboarding status, and alerts owners so program managers and billing can start work same day.