AI-Agents for Paralegals in Client Onboarding working with PandaDoc
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Place signer fields on final matter agreements.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsCheck the approved case document before sending it for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
8 toolsSend approved settlement PDFs for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved matter agreements for signature and return signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
5 tools
