AI-Agents for Client Services in Audit Trail working with Dropbox
File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Send Handoff Notes
Send approved client handoffs with files and track each recipient's status.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Works with
19 tools
19 tools
Log Proof Revision
Note which proof revision entered client review.
Your review card shows the proof version your reviewer received, even if the linked file changes later.
Works with
12 tools
12 tools
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