Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
Send approved case agreements to the named signers.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send final client agreements for signature and reply with signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.