AI-Agents for Client Onboarding in Construction
Welcome new clients with project details and next steps. Every one is ready to run, and you can adjust it in plain language.
Send new clients the signed project scope and a link for shared files.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend approved project agreements to managers for signature.
Your agreement reaches the named manager for online signature, and the requester gets a confirmation in the email thread.
10 toolsSend final project agreements to the listed signers.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
8 toolsSend build clients their project kickoff details and preparation.
Your new clients get an automated welcome email with kickoff details and next steps. You hear when it arrives or what needs fixing.
5 toolsSend approved subcontract agreements to signers and link requests to the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
14 toolsSend approved project contracts to signers in the required order.
Your agreement reaches the first signer in the order you set, with the full route and request link posted on the handoff task.
11 toolsSend approved subcontract agreements to each subcontractor.
You get a clear report of which approved agreements went out for signature and which ones need your attention.
4 toolsSend approved project agreements to the listed signers and note the request.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
5 toolsSend approved build contracts for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
12 toolsSend approved subcontract agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
5 toolsSend approved subcontract 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 toolsSend approved project contracts for signature and notify their owners.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
4 tools
