$97/month, billed monthly. Cancel anytime.

Included: Up to 3 forms or agreement templates, unlimited signatures, signed-document storage.

New clients fill one intake form, sign your agreement online, and both sides get a copy automatically.

How it works

1. A new client gets your intake form link
2. Their answers fill your agreement, ready to e-sign
3. Signed copies go to both of you and you get an alert

What you provide: Your agreement and the questions you ask new clients.

Compliance: E-signatures follow the ESIGN Act and UETA consent rules. Sensitive numbers are never sent by plain email.

Setup is a separate one-time product. Questions: (888) 534-4145.