AI-Agents for Client Services in Evidence Gathering
Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.
Reply with requested video files or explain what clients must resend.
Get a playable MP4 for campaign review when a client emails a YouTube link, or a clear answer about what they need to send instead.
6 toolsShare filed agreement links with client service teams.
Your team gets links to the final signed agreement and its signing record, with both filed in the folder you choose.
7 toolsGive agreement owners links to signed copies and their audit pages.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsPut the client's submitted scope on the quote awaiting approval.
Your quote approver can review the client's scope beside the draft quote, with the uploaded file attached from the scope form.
9 toolsSend client agreements for signature and keep completed copies on hand.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
6 toolsKeep each draft client quote paired with the latest scope PDF.
Keep the latest client scope beside draft quotes, so your approver can review both documents together before approval.
