Before we begin work, we ask you to review and sign a simple service agreement. It sets clear expectations for both sides.
Where to find it
- Sign in to your client portal.
- Look for the service agreement in your account. If action is needed, you'll usually see a prompt.
Signing it
Read through the agreement, and when you're ready, type your name to sign electronically and confirm. That's it — your signature is recorded with the date.
Getting a copy
After signing, you can download a PDF copy of your signed agreement from your portal at any time for your records.
If the agreement is updated
Occasionally we may update the agreement wording. If that happens, we'll let you know and ask you to review and re-sign the current version. Your previous signature stays on record.
Questions about anything in the agreement? Reach out before signing and we'll walk you through it.