Create a client agreement
Enter the engagement details, review the completed agreement, then download a Word copy or email the same document to both parties.
Creates an unsigned draft for discussion with Rob Greenlee. Use terms discussed with Rob. Submitted terms are proposals and require both parties’ review and signature.
Review before sending
Read the completed agreement
Verify the client email
A verification code will be sent to the client email shown above. Enter it to authorize delivery of this draft to the client and Rob.
Emailing a draft does not sign it. Client opportunity acceptance remains a separate written step. Details are used to generate this draft and send the requested emails. Temporary attachments are deleted after sending. Verification data expires after 10 minutes; anti-abuse and delivery-status hashes expire within 24 hours.