Update contact onboarding stage from client form webhook

When you leave client form replies unprocessed, contact records become incomplete and onboarding stalls. Keep intake fields updated so advisers and coordinators request documents and finish setup same day.

Overview

Incoming client form replies often leave contact records out of date, which slows onboarding and frustrates advisers. This workflow keeps intake flags and the onboarding stage current so coordinators and advisers can request required documents and move cases forward the same day.