Document Filing AI-Agents for Client Services Coordinators in Construction
Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File Signed Agreements
File signed client agreements and email the team both links.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
Works with
7 tools
7 tools
Send Signature Request
Put the signing link and send confirmation in the client project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Works with
5 tools
5 tools
Send Signature Requests
Send approved client agreements and copy their owners.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
Works with
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