Track Contract Emails Automatically with AI Assistant

You spend time chasing contract emails that get lost in your inbox. A client replies, but you don’t see it until days later. Important follow‑ups can slip through the cracks, delaying payment and hurting cash flow.

Manually logging each email also takes hours each week. This extra work pulls you away from serving customers and growing your business.

When you send a contract PDF to a client, the email goes to a special address that tags the thread with the correct deal. The AI reads the incoming email, pulls out the PDF, and saves it for future reference.

If the client replies, the AI understands the message, sends a polished reply, and updates the deal status automatically. All of this happens without you lifting a finger.

You get back hours each week that you can spend on billable work or client service. No more missed contract renewals or forgotten follow‑ups.

Clients feel heard because they receive quick, professional replies. This builds trust and can lead to faster payments and repeat business.

Upload your contract template to the AI inbox and turn on email tracking in your dashboard. Send a test contract to a client and watch the reply flow back into the right deal.

Once you see it working, start using the feature for every proposal or invoice you send. You’ll wonder how you ever managed without it.