Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Email account managers the signer list and invitation time.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Send approved client agreements and confirm each request on the intake.
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.