Create Project Folders
Your new projects get a standard folder structure and a link on the delivery schedule, or a clear issue for the coordinator to resolve.
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Send Agreement for Signature
Your signer gets an online signature request for the agreement PDF, and you get the recipient and send date in the original email thread.
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6 tools
6 tools
File Signed Staff Agreements
Your signed staff agreements stay with their signing proof in the right employee folder. Your people team gets both file locations by email.
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Send Agreement Signing Links
Your signer gets a signing link with the agreed deadline, and the agreement owner sees when the request went out.
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Write Meeting Notes
Your team gets readable notes beside new meeting recordings, with decisions and follow-ups ready to review.
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Send Signature Requests
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.
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