Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
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.
File cross-team meeting follow-ups in a searchable note.
Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.
Add follow-up files to the original approval item.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Give requesters a specific list of files missing from contract packets.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
Return readable transcripts to colleagues who submit recordings.
Get a transcript with speaker labels and timestamps in your team's request thread, or a clear reason when it cannot be shared.
Convert handoff workbooks to CSV and report data row counts.
Get a CSV and row count from the worksheet you choose when your team uploads an Excel file to the handoff folder.
Turn each new intake file into a reviewable summary.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.