Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Draft client replies with answers checked against approved files.
Get a reply draft in the original conversation, with the sender's questions addressed and uncertain facts marked for your review.
Keep new client welcomes moving and alert the account owner to gaps.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
Send new clients a welcome that reflects their signed scope.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
See the signing link and confirmed send on each approved project.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.