Draft the account-opening paperwork packet (no sending)
A prepared e-signature packet you review before it goes out.
Prepare — do not send — the account-opening packet for <client name>. Pull the client details from CRM read-only, list which documents are needed, and produce a draft envelope summary: recipients, documents, and the fields you would pre-fill with their source. Stop and show me the summary for approval before creating, sending or modifying anything in the e-signature system. Keep approval prompts on for every write action.
Guardrail · Draft only. Keep tool approvals on; nothing should be sent without your explicit confirmation.
