The folder, the people and the signing are the same everywhere. Pick your field to see how it fits.
Leases, addenda, disclosures and purchase agreements, filled from the deal and signed by everyone at once.
Engagement letters, retainers and settlement paperwork, one folder per matter with every party on it.
Engagement agreements, authorizations and onboarding packets that fill from the client record.
Intake, consent and policy forms sent before the first visit, signed from a phone.
Estimates, contracts, change orders and sign-offs, signed by the homeowner on their phone from the job site.
Service agreements and work authorizations for landscaping, cleaning, handyman and every crew that works on site.
Proposals, statements of work, contractor agreements and NDAs, signed the day you send them.
