Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 toolsYour 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 toolsYour reviewer finds the checked PDF beside the HTML draft on the task, or a note explaining what needs fixing.
5 toolsYour review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.
Your report preparer gets a fresh Excel workbook when the SQL reporting table changes. The rows follow your chosen query and headings.
6 toolsYour offer agreements reach the employer and candidate in your chosen order, with a link for your hiring coordinator to follow.
4 toolsYour pasted Markdown becomes a formatted review copy, with checked links and tables and a link on the original draft.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
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 toolsGet selectable text below the screenshots and photos in your meeting notes, with unclear words marked for review.
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
