Industries
Different documents.One signed, checkable record.
Every sector sends documents that must be agreed before work starts and produced later if someone asks. The terminology changes; the need for a signed record does not.
Pick the one that sounds like your week
Each page names the documents you send and how the four jobs apply to them.
Accountancy practices
Letters of engagement with their schedules of services, sent for signature from a template, and reissued when fees or services change.
For accountancy practicesEstate and letting agents
Letters of engagement and terms of business for sales and lettings, signed before the instruction starts and kept ready for an inspection.
For estate and letting agentsFinancial advisers
Client agreements and ongoing service schedules, signed before advice is given and kept for as long as the file has to last.
For financial advisersBookkeepers
Engagement letters and monthly fee schedules built once and sent to every client, reissued when a client outgrows their fee.
For bookkeepersArchitects
Terms of appointment signed in writing before stage one, plus the additional services instruction when the brief moves.
For architectsVeterinary practices
Written estimates, practice and payment terms, and pet health plan paperwork, all agreed before treatment.
For veterinary practicesClinics and dental practices
Written treatment plans, consultant fee letters and self-pay estimates, agreed before treatment starts.
For clinics and dental practicesSurveyors
Terms of engagement with the scope, the limitations and the fee, agreed in writing before the inspection as one signed pack.
For surveyorsCare providers
Contracts of care and weekly fee schedules for nursing, residential and home care, sent ahead of admission so a family can read them properly.
For care providersStaffing and recruitment agencies
Key Information Documents, terms with work-seekers and the starter pack, out to every placement with a record that the terms were agreed.
For staffing agenciesIT managed service providers
Master services agreements, per-seat service schedules, and the data processing terms that travel with them.
For managed service providersMarketing and creative agencies
General terms agreed once, then a signed scope of work for each piece of work, including the retainers.
For agenciesIndependent consultants
Statements of work for a project or a monthly retainer, signed before the work starts rather than approved in an email.
For consultantsNot one of these?
The product does not know or care what industry you are in. If you send documents that someone has to agree to before work starts, the mechanics are the same: build it once, send it, and keep evidence of what was agreed and when. The e-signature page is written by what you are sending rather than by what kind of firm you are, which is the more useful question when your industry is not on this list.
See it with your own documents
Send something you already send, and look at what comes back.
No credit card required.