Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Track matter assignments and flag overdue work awaiting owner replies.
Get a morning list of assignments awaiting completion replies. Owners who haven't replied get a due date reminder before the deadline.
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.
Turn labeled matter emails into shared tasks and clear completed threads.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
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.