Agreements.
AI drafts the agreement, the client signs in the portal, you countersign, and the signed PDF files itself.
Live simulation · What your client sees
Every client, lead and number shown is illustrative.
Agreements
Statement of work
Northwind Health · SOW-014
Statement of Work — Patient portal, phase 2
1. Scope
Online intake, appointment requests and a staff dashboard on the existing ClickUp workspace.
2. Timeline
Six weeks from signature, with a working preview at week three.
3. Fees
42 hours at the agreed rate, billed monthly against the retainer.
Client
Countersigned
signed PDF filed on Northwind's CRM record
How it works.
Draft it with AI
Claude writes the SOW from the scope; say what to change and review before it saves.
Both sides sign
The client signs in the portal, you countersign — each signature bound to that exact document.
It files itself
The executed PDF lands on the company's CRM record, with an Agreements entry that tracks its stage.
What you get
- Ask AI to change it, with notes or a redline
- Sign by typing your name or drawing it with a finger or trackpad
- Any edit after signing voids the signature
- A clean, branded PDF with both signatures on it
- A record in your CRM, its status following the stage
More in what your clients see.
All features →Client dashboard
Where things stand, what needs them, and their next call — the first thing they see.
Projects
Their projects and tasks, live from ClickUp. They comment, you reply, and new requests land as tasks.
Files
A shared folder per client: uploads and links, comments on each file, and who can see what.