Agents help consulting firms stay focused on client strategy and change as engagements move forward.
Share signed agreement files with summaries of dates and obligations.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Collect linked contract destinations in a CSV for review.
Get a clean list of web links beside every new PDF in your shared folder, including addresses hidden behind clickable text.
Send approved contracts for signature and file signed copies with proof.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Turn approved Word agreements into signing requests with assigned fields.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Send approved contracts to signers and note the request on the sales deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Confirm an approved contract's request was sent to its signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send approved agreements to signers and copy their owners.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.