Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Send approved legal agreements to named signers and confirm when sent.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
Send approved client agreements for signature and notify the owner.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.