Archive invoices, file signed agreements, sort project files. 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.
Save complete client emails beside their attached documents.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File emailed client documents in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.