AI-Agents for Contract Coordinators in Leasing in Client Onboarding
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Place signature fields and send final agreements to each signer.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsCheck the approved PDF before inviting the agreement's signers.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend each approved agreement to its signer and flag exceptions.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsSend the approved agreement and log the request on its handoff task.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsSend approved agreements to signers and return their links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsMove approved agreements to signature and notify the document owner.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
4 toolsRoute approved agreements to every named signer.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
8 toolsSend 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.
6 toolsMove 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.
