Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Flag prospect meeting invitations that overlap partner calls.
See a meeting clash before you reply, with a private email showing the invitation and any overlapping work commitments.
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 partnership agreements to their signers.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
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.