Attach the right files to your review packet. 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.
Send approved agreements for signature after checking recipients.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.