Handoffs AI-Agents for Client Services Managers 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.
Share final agreement links with client service teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsSend 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.
24 toolsConfirm client welcome delivery or identify what needs fixing.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSee 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.
5 toolsKeep client agreements moving and see who needs a signing follow-up.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
