{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/cdd684c647fa490a9bf495970e082552\" frameborder=\"0\" width=\"1790\" height=\"1342\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1342,"width":1790,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1342,"thumbnail_width":1790,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/cdd684c647fa490a9bf495970e082552-3dd4883f9102c41f.gif","duration":290.551,"title":"Client Workflow Demo with Document Automation","description":"This Loom demonstrates a new client workflow concept and how it connects intake, documents, and verification steps across systems. The presenter runs through creating a new client, importing it, linking it to data sources like CRM and SharePoint, and proposing relevant forms based on CRM and other inputs. It then confirms required forms and dynamically populates outstanding requirements as documents such as a photo ID and bank statement are uploaded, with automated checks that can flag discrepancies for validation and keep the user in the loop. Finally, it shows reviewing and approving the completed form, while noting a forms library that supports uploading new forms and extracting field mappings as source content changes, and the system continuously monitors for updates."}