You can say goodbye to getting your clients to sign agreements with pen and paper; now, you can get documents signed online, instantly and from any device, with a legally binding and secure system.
Follow this step by step, and discover how to set up agreements:
Go to the Firm Process Settings page or follow this link to the agreements section directly.
Click on add a new agreement type and set a name for the agreement.
Manage this section here; you can add different sections (Text, service & fee table, Billing table, client communication preferences, etc.).
Now click save this agreement, and the process is complete! You’re now ready to send an agreement!
*In this section, you can create client agreements, such as a client agreement - full-service agreement or one specifically client Agreement - DB Pension advice only.
For more information, please visit our official website.
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