Export your tables, convert PDFs, transcribe recordings. Every one is ready to run, and you can adjust it in plain language.
Invite the named signers and leave the request link in the case file.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Prepare approved agreements for signature and record the request link.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Export complete case details for review and flag missing information.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.