Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Send approved client agreements for signature and share invitation links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
Send approved client engagement agreements for signature and share the link.
Your agreements move from approval to signature requests, and owners get a link to follow signing.
Send approved engagement agreements to client signers.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Send approved engagement agreements to clients for signature.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
Send approved consulting agreements to their signers.
Your contracts reach the right signers after your team approves them, with the send date visible on the contract.
Send approved consulting agreements to clients for signature.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send client engagement agreements and track pending signatures.
Your client agreements reach the right signers, and your contract tracker shows who still needs to sign and when to follow up.
Recheck changed engagement scope against the signed-off terms.
Keep scope changes from moving ahead on an old sign-off. Your delivery manager gets a fresh review with the changed terms and earlier decision linked.
Hold delivery while clients review a revised engagement deliverable.
Your delivery manager gets a fresh review when a client deliverable changes after sign-off, with the earlier decision linked and the handoff held.
Compare changed client work with approved terms before opening a review.
Your operations lead gets a fresh review when signed-off work changes, with the old terms and required reviewers ready.
Send engagement agreements to approved consulting clients.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Reopen review when a client's approved engagement scope changes.
Your client scope changes reach the right reviewer before work moves forward, with the earlier decision linked for context.