Request Intake AI-Agents for Client Services Coordinators in Architecture and Engineering
Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Book client calls on the host's calendar and confirm the link.
Your client meeting requests become calendar bookings with private video links, and clients get the details by email.
6 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 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.
10 toolsSend approved agreements and save signing links in client projects.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
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.
