Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
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.
Send legal reviewers each new matter file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.