1. Agree on the details.
Prepare your scope of work, deliverables, fees, and timeline in your document editor. Export the agreed version as a flat PDF.
LESS ADMIN. MORE CLIENT WORK.
Get your client service agreement signed before the project begins, then keep the finished PDF and signing record with your project files.
Prepare your scope of work, deliverables, fees, and timeline in your document editor. Export the agreed version as a flat PDF.
Upload the PDF, add yourself and your client, and assign signature and date fields to each person. Check names and email addresses before sending.
Send the signing invitation from your workspace. Your client opens the link and verifies their email. Use a reminder if the agreement is still waiting.
Once everyone has signed, download the completed PDF and signing evidence. Keep them alongside the scope, invoice, and project correspondence.
Save a template for your next service agreement. Review the project-specific terms before every send: a reusable layout still needs the correct client, scope, and dates.
Free includes 3 documents each month, 2 signers per document, and one template. Solo adds more room for regular client work at $9/month, with unlimited documents subject to fair use and shareable signing links.
Explore the Free plan →Email verification confirms access to an inbox. Consider your agreement’s identity and recordkeeping requirements before choosing a signing workflow.
Understand signing evidence →YOUR NEXT AGREEMENT STARTS HERE
3 documents a month. No subscription required.