Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Pause client engagement signoff when the scope changes in review chat.
Your reviewer can see the revised scope before signing off, while the pending approval waits with a link to the announcement.
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 changed engagement proposals through another review.
Your delivery manager sees changed proposal terms and a pending review before the team moves forward.
Link revised client deliverables to a fresh review before delivery.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
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.
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 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.