Link signed agreements, close signature steps. 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.
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.