Check requests, collect missing files, open approval tasks. Every one is ready to run, and you can adjust it in plain language.
Send approved agreements with fields for each signer.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Send each approved agreement to its assigned signers.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
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.