Agents help Client Onboarding Specialists guide new clients into active work.
Send new clients their agreements once intake is approved.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
We use cookies to make this site work and to understand how it is used.
Cookies
We value your privacy and never share your data with third parties.
Necessary
Needed to make the site work.
Statistics
Help us to understand and improve this site.
