Agents help Account Coordinators keep client requests and creative handoffs moving.
Share each signed agreement and flag terms the account team should check.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Send account teams links to filed client agreements.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Send approved client agreements and keep signed copies easy to find.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Confirm the signing request and share its link in the project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.