AI-Agents for Request Intake in Consulting working with Sender
Check requests, collect missing files, open approval tasks. 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 toolsResend client meeting invitations with the current video link.
Guests get the current video link in their meeting invitation, and you get an email showing what changed.
25 toolsSend 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 toolsWelcome consulting clients with engagement details and a shared folder.
Your new clients get a welcome email with their project details and shared folder link. You see confirmation or the details needed first.
24 toolsWelcome new consulting clients with the engagement scope and next steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 tools
