Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
File client emails with their attachments for case review.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Assemble case documents in order and message the combined PDF link.
Get PDFs merged in the order you list. The folder owner gets a link in chat. You choose where the finished file goes.
File signed client agreements with their audit pages in client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Add signing proof to executed client agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.