Draft the paperwork in the first place
The service agreement, the client handbook, the policy you know you need. Writing one is a day you don't have, so you either work without it or pay someone.
Describe what you need in plain English. We ask a couple of questions, then produce a finished PDF on your letterhead with your logo and colours, laid out with proper headings, clauses, fill-in fields and a signature page. Signature boxes come pre-placed, so it's ready to send straight away.
The document you've been avoiding for six months exists this afternoon, on your letterhead, ready to sign.
Get your existing paperwork signed
Some documents will never be rebuilt as web forms: the funder's own form, an employment contract, a consent pack, an agreement your lawyer wrote. Today that means print, sign, scan, chase.
Upload the PDF as it is. We show the real pages and suggest where the signature, text and date fields belong. Then send it like any other form. The signer sees the actual document and signs by typing, drawing or uploading, and the finished file carries a record of who signed, when and from where.
The paperwork you already have becomes signable in minutes, and the signed copy lands on the right record instead of in an inbox.
A library everyone can reach
Policies, price lists and induction material live in an email attachment or a drive nobody outside the office can open.
Publish documents to all staff, to all clients, or to just the clients on a particular plan. Sensitive documents can sit behind a PIN, and administrators can see who opened what and when.
One place for the current version of anything, reachable by the people who need it.
Records your clients shouldn't see
Where clients have a login, an incident report or an assessment note can end up visible to the person it's about. Most systems handle this badly.
Every document and form records who created it and carries an explicit setting: shared with the client, withheld, or decided by who uploaded it. Existing records default to withheld, because accidentally hiding something takes one click to fix and accidentally sharing it doesn't.
Your team can write frankly, your clients get genuine access to their own information, and the two never collide.
