Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Flag client meeting invitations that clash with case appointments.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
Add missing video links to virtual client consultation invites.
Your guests get updated invitations with a video link, and you get an email explaining the fix when a virtual appointment needs one.
Give flagged client emails a task for tomorrow with the next action.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Send the approved client agreement and keep its signature request in view.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Keep client consultations on the calendar and confirm their times.
See new bookings with the client's note on your calendar, and catch missing confirmation emails before they leave a visitor guessing.