Agents help consulting firms keep client engagements moving so their teams can focus on the advice clients need.
Send final agreements for signature and receive a separate view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Summarize commercial terms and unclear clauses from signed agreements.
Your account team gets a contract summary and a link to the signed agreement in chat, with unclear terms flagged for review.
Confirm when managers receive approved agreements for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
Send finalized contracts to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Share key contract terms and discrepancies with the review team.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Keep the contract tracker current as new agreements arrive.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Brief stakeholders on executed terms beside the signed PDF.
Your stakeholders get a contract executive summary and signed PDF together, so they can check commitments and unclear terms.
List linked web addresses in agreements sent for review.
Get a clear list of links from PDFs sent to your review inbox. See the address, visible label, and page for every link.
Keep completed client contracts and signing proof together.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Send approved contracts for signature and log each request on the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Track approved contracts through signing and file the completed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved agreements to their listed signers and track the handoff.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.