Currently, the Client Agreements and Billing Plans are created separately and must be assigned to clients separately. This separation can lead to errors and extra time spent setting up a client profile before the credit repair process can begin.

My suggestion is to make changes in the software that would allow a user to link a payment plan to an existing client agreement and a client agreement to an existing payment plan. The software should also let users unlink plans and client agreements if a mistake is made.

This means that when assigning a client agreement during the initial profile setup, the software will be able to recognize the linked plan and also assign it to the profile when saving the changes.

In addition, when assigning a new plan to a client profile that had a different payment plan in the past (regardless of status), the software should prompt the user to reset the client agreement and ask them to have their client sign the new agreement through the Secure portal's onboarding step.

This should help have a better initial company setup in the software and save time for users when working with multiple service offerings/pricing tiers for their credit repair services.