Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Assemble matter PDFs in order and link the packet on the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
Check 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.