Power-of-Attorney Request
When a creditor requests a POA, the workflow generates it from your firm template, sends it for e-signature, waits for completion, and files the executed document in the docket.
Trigger: A creditor requests power of attorney.
Every step, in plain English
This is the exact flow that runs — no black box. Edit any step after you install it.
- 1POA requestedTrigger
Fires when a creditor asks for a POA.
- 2Generate from templateAI
Builds the POA with the client’s details.
- 3Send for e-signatureAction
Routes the document for signing.
- 4Wait for signatureWait
Pauses until the client signs.
- 5File in docketAction
Stores the executed POA on the file.
What it does for your team
POAs go from request to filed in hours, not days
No re-keying client details into a template
The signed document lands on the docket automatically
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