Signature Steward

Signatures back complete and on time, without phoning everyone

E-signature portfolio assistant — tracks signature requests by status (draft/sent/completed/expired), surfaces pending signers and expiring requests, and proposes bulk scheduling and reminders under human approval

Every week it does for you:

  • Flags requests about to expire with signers still pending
  • Escalates signature requests that have stalled
  • Proposes bulk signature requests based on your conditions
Signature Steward — assistant output panel
Signature Steward — assistant output panel

Skills

3 skills

  • Bulk Signature SchedulerProposes · needs approval

    Creates signature requests in bulk for records matching the conditions you configure, pending your approval.

  • Expiry Risk Detector

    Detects signature requests expiring within the week that still have pending signers and rates severity.

  • Signature Chase LadderProposes · needs approval

    Escalates stalled requests: sends requests created but never dispatched and re-issues them when needed.

In chat

Sample questions on live data

Every answer is a proposal inside the asker’s permission scope. Writes still wait for an authorised person.

1

Which signature requests will expire this week?

Signature Expiry Risk Detector

  1. 1.Reads link expiry vs outstanding parties
  2. 2.Drafts an extension or a chase
  3. 3.Does not silently extend

An action the steward confirms.

2

Remind everyone still outstanding.

Signature Chase Ladder

  1. 1.Uses the configured ladder
  2. 2.Drafts the next rung only
  3. 3.Logs who was reminded

One rung at a time, with a person sending.

3

Schedule a batch of staff letters to sign.

Signature Bulk Scheduler

  1. 1.Takes a list in scope
  2. 2.Builds requests from the template
  3. 3.Does not fire until approved

A batch the HR owner releases.

The person decides, not the AI

Every write an assistant proposes waits for an authorised human to approve it. Nothing executes on its own.