How Long Does It Really Take?
Traditional client agreement process: 1–2 weeks of drafts, redlines, and email chains. With Agreements.ai: same-day turnaround from draft to signature.
Step 1: Draft the Service Agreement
Start from the Templates library — search 'service agreement,' 'consulting agreement,' or 'SaaS agreement' depending on your business. The template includes scope of work, payment terms, liability limitations, intellectual property ownership, and termination clauses. Open it in the editor and you're ready to customize.
Pro Tip
Use the Workflow Builder to create a repeatable process for your most common agreement type. Define the steps — draft, review, approve, sign — and assign team members to each stage.
Step 2: AI Review for Risks
Before sharing the draft externally, run the AI risk analysis. It flags one-sided clauses, missing limitation of liability caps, vague scope definitions, and auto-renewal traps. Each finding includes a citation reference linking to the exact paragraph so you can fix issues fast.
Step 3: Share via Client Portal
Instead of emailing a PDF, share the agreement through a Client Portal (Shared Space). Your client gets a branded, secure link to view the document. They can read it online without creating an account. You control what they can see and whether they can comment.
Pro Tip
Add your company logo and colors to the Shared Space for a professional, branded experience that builds client confidence.
Step 4: Negotiate via Comments
Your client can highlight text and leave comments directly in the document. You'll get notifications for each comment. Reply inline, suggest alternative language, or accept their proposed changes. The entire negotiation history is preserved — no more 'which version is the latest?' confusion.
Step 5: Send for Signing
Once both sides agree on the final text, send for e-signature. Add signing fields, set the signing order (your client signs first, then your CEO countersigns), and send. The Visual Redline Diff in version history lets both parties confirm exactly what changed between the negotiated draft and the final version.
Pro Tip
Enable auto-reminders so clients who haven't signed get a gentle nudge at intervals you define — no awkward follow-up emails needed.
Step 6: CLM Tracking
After signing, the agreement enters your contract lifecycle management view. Track renewal dates, payment milestones, and obligation deadlines. The CRM links the agreement to the client's contact record, so your team can see every contract associated with a client at a glance — complete with activity timeline and status.
The Bottom Line
Traditional: 1–2 weeks → With Agreements.ai: same-day turnaround. One platform replaces your email chain, Word redlines, DocuSign subscription, and spreadsheet tracker. Every agreement is drafted, negotiated, signed, and managed in one place.
