Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Get absence replies approved and hand urgent client emails to coverage.
Your clients hear when their contact returns, and urgent requests reach the colleague covering the inbox.
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.
Keep approved client agreements moving to signature.
Your signers receive the service agreement by email, and you can find its signing link in the client project.