Agreements
Draft, review and sign the engagement agreement, and change it once it is signed.
4 guidesThe engagement room and its stepsHow the conversation between a company and a practice moves through five steps, from the request to the work, and how the next-step card says whose turn it is.Drafting the engagement agreementHow a practice drafts the agreement in the conversation after a quotation is accepted, adds its own clauses or starter templates, and shares it for signature.Reviewing and signing the agreementHow a company reads the agreement in the conversation, asks about a clause, and signs it in its own name.Amending a signed agreementHow either side proposes changed terms after signature, how the other side accepts or refuses, and how the fresh agreement is signed.
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