Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Route relevant employer openings to their account owners.
Your account owners see relevant openings at watched employers, with links and fit notes, while uncertain matches carry a review flag.
Send approved new-client agreements to the named signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Check work emails for contacts at new business accounts.
Your prospect contacts get confirmed work emails when the match is clear, with uncertain addresses flagged for your review.
Check prospect titles before new business outreach.
Your outreach queue gets confirmed title and employer updates before outreach, while disputed profiles go to contact owners for review.