AI-Agents for Exception Handling in Consulting working with Formstack
Chase unsigned agreements, compare invoices, flag purchase changes. Every one is ready to run, and you can adjust it in plain language.
Send approved engagement agreements for signature and update the consultant.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
32 toolsAssign new client consultations to qualified consultants with open time.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
29 toolsAdd eligible teammates to private client engagement channels.
Get requested teammates into your private Teams channel without checking every account yourself. See who joined and who needs team access.
19 toolsSend client engagement agreements and track pending signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
24 tools
