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Outbound call completes intakeTue 9:14 AM · 6 min 20 sec
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Retainer sent for e-signatureTue 9:21 AM · sent by SMS
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Opened, not signedTue 2:40 PM
Automatic follow-up callWed 10:00 AM · scheduled
Escalate to staffOnly if still unsigned Thursday
Daily report shows who signed, who stalled, and who needs a human.