What we need: Build the workflow end-to-end Set up form logic, automation, and status flow Prefill forms where applicable Organize the process so admin can easily review and approve Make it clean, simple, and scalable Flow: When a candidate submits a Jotform, it should trigger a new entry and a phone call follow-up task. After the phone call: If the candidate is eligible, send a pre-filled QuickBooks W-9 link Send a pre-filled Independent Contractor (IC) Agreement. Admin reviews submitted docs Admin completes a final approval form Form should include all submitted documents and candidate information for final onboarding approval