Link signed agreements, close signature steps. Every one is ready to run, and you can adjust it in plain language.
Surface open requests and deadlines before status emails.
Start your day with a short inbox summary that puts unanswered requests and deadlines first, with routine updates grouped below.
Enter new contract terms from team chat into the tracker.
Your team gets a linked tracker row and a contract summary to check when someone shares a readable contract file in chat.
Move requested files into team channels and report each result.
Your team gets the file in the named channel with the requester's note. The requester gets a link or a clear reason it could not be shared.
Keep team meeting changes current for planning reports.
Your shared spreadsheet shows current meeting details and cancellations from the calendar you choose, without reentering updates.
Send approved agreements to clients and file the signed PDFs.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Turn client contract requests into sent agreements and follow-up dates.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.