Every client contract signed and in one place
Retainers, SOWs and NDAs go out from shared templates under your agency's name. The whole team sees what's signed, and nothing lives in one person's inbox.
- Clients sign without an account
- Team roles on Business
- Your logo on Business
- Retainer
- $6,500 / mo
- Hours
- 40 a month
- Term
- 6 months
- Notice
- 30 days
Maya Chen
Tom Adeyemi
- Activity
- Sent by Maya from the retainer template 09:40
- Opened by [email protected] 11:05
- Signed 11:12
- Sealed PDF emailed to both sides 11:12
Where agency paperwork usually slips
Rarely in the contract itself. Usually in who sent which version, and where the signed copy went.
The signed retainer is in someone's inbox
Every document lives in the agency's workspace, in a folder per client, so anyone on the account can find it.
Three account leads, three versions of the SOW
One set of templates, with the fields already placed. Everyone sends the version the owner approved.
Scope creep on a retainer
Extra work goes out as a change order from its own template and is signed before anyone starts on it.
An account lead leaves
Their documents stay with the agency. Remove the person and every contract they sent is still in the workspace.
Whatever kind of agency you run
The contracts differ, but most agencies send the same handful over and over.
Creative & design studios
Project fee, revision rounds, and who owns the work once it's paid for.
- Statement of work
- Change order
- IP transfer
Marketing & SEO
A monthly retainer with its deliverables, and access to the client's accounts.
- Retainer agreement
- Access authorisation
Development shops
Milestones, acceptance and support terms, with an NDA before the first repository is shared.
- Master services agreement
- SOW
- NDA
PR & communications
The scope of the campaign and what can be said on the client's behalf.
- Engagement letter
- NDA
Recruitment agencies
Terms of business with the employer, and consent from each candidate.
- Terms of business
- Candidate consent
Subcontractors
The freelancers you bring in, signed up to the same confidentiality as your agency.
- Contractor agreement
- NDA
From the agency template to a signed client
The owner sets the templates up once. Account leads send them, and everyone sees the result.
Templates the whole team sends from
Upload your retainer, SOW and NDA, place the client's fields, and save each one as a template the team shares.
- Unlimited templates on Business
- Roles like Client and Account lead on each template
- Fill in fees and dates before a document goes out
- Members send; admins manage the team
Word files are converted to PDF when you upload them.
They sign on a page with your logo
The signing page and the emails carry your agency's name and logo. The client never makes an account.
- Custom branding on Business
- Two signers at the client? Set the order
- Automatic reminders if they go quiet
- Send them to your own page when they finish
Enterprise adds email from your own domain.
Filed where the team can find it
The sealed PDF and its audit certificate stay in the client's folder, and every party gets a copy by email.
- A folder per client
- Sealed PDF with a hash-chained audit trail
- Read-only share links with a password and expiry
- Send from your own tools with the API
The sealed PDF and audit trail are on every plan, Free included.
The plan that fits agencies
Business is priced per person, with no limit on how many documents the agency sends. Personal suits a one-person studio.
Compare every plan →$10.39 / mo
billed annually, or $12.99 monthly
- 5 reusable templates
- Automatic reminders & expiration dates
- Signer verification by email & SMS
- Secure share links — password & expiry
- 25 MB per file · 5 GB storage
$23.99 / user / mo
billed annually, or $29.99 monthly · 2 users minimum
- Everything in Personal, plus
- Team members & roles
- Custom branding
- API access
- 50 MB per file · 100 GB storage
Can the whole team send from the same templates?
Yes. On Business, templates belong to the workspace, not to the person who made them, and every member can send from them. Admins manage the team; members send and track documents.
Will clients see our agency's brand or yours?
Yours, on Business. The signing page, the share pages and the emails carry your logo and colour, and you can hide the small Powered by line. The emails still come from our address unless you connect your own mail server on Enterprise.
Can we brand each client differently?
Not in one workspace. Branding is set per workspace, so the signing page shows your agency. That's usually what clients expect to see from the agency they hired.
What happens to documents when someone leaves?
They stay. Documents belong to the workspace, so removing a member takes away their access and leaves every contract they sent where the rest of the team can find it.
Do our clients need an account?
No. They open the link from the email and sign in the browser, on any device. Only your team needs accounts.
How is Business priced?
Per person, with at least two, and no monthly limit on documents. Each seat is $23.99 a month on annual billing or $29.99 monthly.
Send your next client contract today
Free to start, no card needed. Upload your retainer and see it signed under your own name.