Handoffs AI-Agents for Client Services Coordinators in Construction
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
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.
7 toolsSend each new client their kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsPut 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.
5 toolsSend 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.
