Request missing approval evidence, route requests to reviewers. Every one is ready to run, and you can adjust it in plain language.
Place client meetings on the account lead's calendar.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
Find client meeting times across hosts and share bookable choices.
Give colleagues meeting choices within the guest's local hours, with a host and booking link for every time, right in the chat thread.
Find client review times when all required account teammates are free.
Get meeting times your whole host team can offer, with booking links ready to share in the same chat thread.
Find the right account lead's link for a client meeting.
Your team gets the right host's direct booking link in chat, with a short note they can pass to an invitee.
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.