# Signature Request Tracking & Follow-up — Professional Services AI agent | Mihu AI

Professional Services · Documents

# Signature Request Tracking & Follow-up

Track every outstanding signature request and follow up systematically.

Set up this outcome

## Apps this needs

E-signature Platform Engagement letters, waivers and closing documents sent, tracked and confirmed. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

## How it works

Tracks all pending signature requests firm-wide with their due dates/urgency, via the e-signature platform.

Sends a reminder with a direct link to the signing party, escalating urgency for time-sensitive documents.

Confirms completion and notifies the responsible professional, written to the PMS.

Flags signatures outstanding past a risk threshold for direct professional outreach.

## Data sources

E-signature platform pending request status Matter deadline data

## What it targets

Signature requests completed within the expected timeframe Target 85%

Deadline-critical signatures completed on time Target 98%