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The user desires an intake system that goes beyond a simple form. They propose a "triggered chain" that automatically handles steps like contract signing, credential requests, document population, and initial task assignment to the team. The goal is to eliminate manual steps between client acceptance and work commencement, thereby preventing loss of momentum and trust.
First: the new client intake sequence. Not a form. A triggered chain. Contract signed, credentials requested, kickoff doc populated, first task assigned to your team. Every manual step between "yes" and "work starts" is where you lose momentum and trust.