Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Keep client absence replies aligned with coverage plans.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
Turn completed client intake into a welcome email and flag missing details.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send each new client their project scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.