AI-Agents for Request Intake in Consulting working with Dropbox
Check requests, collect missing files, open approval tasks. 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.
27 toolsSend 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.
14 toolsFind the right client project file for a colleague's request.
Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.
10 toolsList missing client agreement files before approval resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
11 toolsKeep engagement scope beside proposed terms for review.
Your quote approver can review the latest client scope beside the proposed terms, with differences called out before they decide.
8 toolsAttach current engagement scope and fees to proposal reviews.
Your approvers get the proposal and its supporting files together, without hunting through a shared folder for pricing or scope notes.
6 toolsSend 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.
10 tools
