Update customer profiles when client care letters are signed

Support agents miss signed client care letters in tools, delaying onboarding and frustrating customers. This marks profiles 'CCL completed' so support can begin onboarding without manual checks.

Overview

Signed client care letters often sit in separate tools, leaving support waiting on manual verification and slowing onboarding. This workflow pushes a completed CCL status into the customer profile and notifies support and success, turning signatures into immediate onboarding actions and preventing missed follow-ups.

Notable Features

Mark profiles as CCL completed
Notify support and success teams
Eliminate manual verification steps