Answer team questions, send notes, open channels. Every one is ready to run, and you can adjust it in plain language.
Send engagement reviewers each new client file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Send approved engagement handoffs to client contacts and log each send.
See every send result beside the recipient's name after you mark a handoff note Ready in your shared folder.
Summarize new client engagement terms for the team to verify.
Your team gets a contract summary in chat, with the agreement's key terms, source links, and any details that need a closer look.
Answer project teams from shared methods guides and cite each guide.
Your teammates get answers in the same chat conversation, with document names they can check for themselves.
Send approved engagement agreements to clients and record their signing links.
Your signers get the agreement to sign, and their request links appear on the contract ticket without copying details between tools.
Send final client agreements to the named signer after review.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.