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                                                                    • keyboard_arrow_right Client Portal
                                                                    • keyboard_arrow_right Contract Documents

                                                                    How Contracts Work

                                                                    Your firm can set up in the Portal up to two contractual documents that the client can sign and approve within the portal. If there is another signatory for this client, they too will be requested to sign the documents.

                                                                     

                                                                    Adding Contracts to a Project

                                                                    You can add up to two contractual documents to a project.

                                                                     

                                                                    Client Awareness

                                                                    When a client, or signatory, logs into the portal, they will be see the screen below that alerts them taht

                                                                     

                                                                    Approving Contracts

                                                                     

                                                                    Approval Notifications

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