Update contract and client records from document events
Update contract and client records from document events
Your contract documents and payment events sit outside project records, causing handoff delays. Keep contract and client records current for project managers same day.
Overview
When contract statuses change, project handoffs stall and onboarding slips; this flow centralizes contract state and files into your project workspace. It updates records, saves the signed PDF, and notifies the delivery channel so project managers get context and files the same day.