One of the more helpful interactions in ClientRock is the ability to have your client sign your fee agreement. This is part of the default onboarding workflow that starts each engagement.

The Fee Agreement Interaction generates a PDF version of your fee agreement, and then appends signature blocks for each of the client contacts on the engagement.

Is the fee agreement binding?

Yes. ClientRock uses HelloSign as its e-signature provider so the agreements are backed by one of the most popular e-signature platforms around. Every signed fee agreement comes attached with a metadata page that provides timestamps and IP addresses of the session used to sign the document.

Default Notifications

The Fee Agreement Interaction comes by default with a 4 email sequence reminding the client to sign the agreement. These emails go out 1 hour, 1 day, 4 days, and 7 days after starting the interaction.

As with all interactions, if you'd like to customize the cadence or the content of these notifications, just contact our support team at [email protected] and we'd be happy to assist.

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