Agreements & E-signing
Signed online, in minutes
Build your retainer and service agreements once, fill them automatically for each client, and have them signed online with the deposit taken in the same step.
What you get
Why agencies use it
- No printing, scanning or chasing signatures
- Deposits in before the first hour of work
- A clean record if a fee is ever disputed
In detail
How it works
01
Templates
Your own agreement wording with merge fields for the client, services, fees and scope of work.
02
Online signing
Clients read and sign on any device, with the time and details of their signature recorded.
03
Deposit at signing
Collect the retainer by card as part of signing, so work starts as soon as they agree.
04
Archived PDFs
Every signed agreement is stored as a PDF against the client and the case.
05
Business clients
Master agreements and payment terms for insurance companies and law firms.
06
Private by default
Signed retainers that show fees are visible only to the people allowed to see them.
Get started
See it in action
Book a demo and we'll walk you through it with example cases, or register your agency to get started.