Keap is your all-in-one CRM, sales and marketing automation software that helps organize leads, land the job, get paid, and keep growing.
Send approved agreements for signature and give colleagues a view link.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Check the current signers before sending approved renewals.
Your renewal agreement reaches the right signers before its deadline, and you get an email showing who was invited and when.
Send board meeting transcripts for reviewing governance minutes.
Get a meeting transcript with timestamps in your inbox, ready to check against the video before you write minutes.
Email legal reviewers each new matter 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.