AI-Agents for Handoffs in Construction working with Clio
Pass on decisions, carry revision notes, open supplier setup. Every one is ready to run, and you can adjust it in plain language.
Send Notes by Email
Email job notes and attached files to named project contacts.
You can send a ready note to saved contacts with its attachments and see the send result in the note.
Works with
18 tools
18 tools
Send PDF Signature Requests
Send approved subcontract agreements to signers and link requests to the ticket.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Works with
14 tools
14 tools
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