Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Check approved PDFs and send private signing links to the named signer.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Add flagged consultation emails to the calendar and send a review link.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
Send approved client agreements and file signed copies with audit pages.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.