Gathers signed agreements before any program begins. This solution sends new clients the necessary contracts, liability waivers, or program agreements and collects their digital signatures before their first session or content access begins.
Coaching businesses that skip this step create legal and financial exposure, especially when delivering advice on sensitive personal or business matters. Having all agreements signed and stored automatically keeps the business protected without creating administrative headaches.
From trigger to result, here is the flow at a glance.
Client Joins
New client signs up for the program
AI Selects Agreements
Picks needed contracts and liability waivers
Collect Signatures
Sends documents and stores signed copies
Business Protected
Agreements signed before any access begins
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