Update engagement tracker rows when e-sign paperwork is sent
Update engagement tracker rows when e-sign paperwork is sent
Your matter records don't show when e-sign paperwork is sent, so coordinators miss signature follow-up and client intake stalls. It updates your tracker so staff can act on signatures same day.
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Overview
When e-sign paperwork is sent, coordinators often hunt across systems and spreadsheets to confirm signature status. This flow centralizes those events in your tracker so practice managers see signature status and act on outstanding items the same day.