AI-Agents for Contract Management in Handoffs in Financial Services working with Box
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Keep each signed contract with its audit page in final agreement files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
5 toolsSend approved contracts for signature and keep request links with each 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 agreements with the required signature fields.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
10 toolsStart signature requests for approved agreements and record their IDs.
Your signers receive the partner agreement after final approval, and you see their invitation links beside the approval.
6 toolsSend the mapped agreement to each approved client's signer.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend approved contracts for signature and confirm each request.
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
6 tools
