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Update client status and create a review task

Update client status and create a review task

Your success criteria submissions sit unverified in the intake table, stalling onboarding and confusing program coordinators. This creates a verified client record and queues review same day.

Update client status and create a review task

Overview

Stop manual chasing and stalled onboarding by turning each submission into an updated client record and an actionable reviewer task. With this flow, program coordinators can validate submissions and resume onboarding the same day, keeping deliveries on schedule.

Update client status and create a review task