Answer routine questions, draft replies, route requests. Every one is ready to run, and you can adjust it in plain language.
Send approved client agreements and record each request's status.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Draft client replies that keep prior requests in view.
Get a reply draft in the original email conversation when you're unsure what to say, with the earlier exchange taken into account.
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.