Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
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.
Confirm 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.