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Update deal and generate retainer documents from form

Update deal and generate retainer documents from form

Your form submissions lack CRM context and delay case setup and agreements. It saves selections to deals, creates case records, and generates retainer PDFs so intake can act same day.

Update deal and generate retainer documents from form

Overview

When intake forms land without CRM context, case setup and retainer signing stall and operations waste time. This flow writes selections to deals, creates case records, and generates signed retainer PDFs so intake and legal ops can start work the same day.

Update deal and generate retainer documents from form