Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
Send approved engagement agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send final client agreements to the required signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Send approved client agreements and link signing requests to their tickets.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Send approved case agreements for signature and update the case.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send client engagement agreements for signature and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Route approved client agreements to parties in signing order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
Send approved client agreements for signature and confirm each invitation.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Send approved client agreements to the right signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send engagement letters for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved agreements for client signature and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.