Verify asset versions, file agreements, attach briefs. Every one is ready to run, and you can adjust it in plain language.
Pause engagement scope signoff when a revised plan reaches 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 advisory agreements to clients and file signed copies.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Send approved engagement agreements to the listed client signers.
Your Word agreements reach the right signers in order, with a record of the sent request on the handoff task.
Flag changed strategy drafts for renewed client review before handoff.
Keep client drafts from moving forward on an old decision. See what changed and who needs to review the current version.
Send approved advisory agreements for signature and log the deal invite.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Email approved advisory agreements to client signers.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Reopen review when advisory deliverables shift after sign-off.
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.
Send approved advisory agreements to clients for signature.
Your client gets a clear signature request with the deadline, and the agreement owner gets a copy of the invitation.