Update client record, share files, and email stakeholders
Update client record, share files, and email stakeholders
Paid checkouts don’t update client status or release files, forcing manual follow-ups. Records, links, and emails are sent automatically so staff and customers are ready same day.
Overview
When a customer pays, this flow marks the client as active, issues temporary access to agreements, and emails both the customer and backoffice—eliminating manual handoffs. That means advisors and billing can act on new work the same day with correct documents and context.