AI-Agents for Contract Coordinators in Client Onboarding working with Zoom
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements to the signer named on each intake.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsCheck required signers and send approved agreements for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Move approved agreement PDFs from email handoff to signature request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 toolsSend approved agreements to named signers and notify their owners.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
