New

E-signature paperwork now starts pre-filled

Staff preparing a document for signature no longer start from a blank form: client, dates and hours are filled in from the placement, and our AI agent completes the rest.

Preparing contracts and onboarding paperwork is repetitive, and every typed field is a chance for a typo.

What changed

When a document needs staff preparation before the clinician signs, the form now opens already filled in using what we know about the placement: the client, start dates, hours and more. An AI agent then fills in what's left, using only the details relevant to that document. Confidential agency economics stay out of the picture.

More control for your team

  • Choose, per template, whether staff preparation is required, which fields staff complete, and whether a specific role or any staff member can do it.
  • Signing happens in the right order, and prepared values are locked the moment signing starts, so what staff prepared is what gets signed.
  • Preparation and signing tasks appear in the Action Center, with signing in a full-size window.
  • Your workspace gets its own copy of each template, so changes you make never affect anyone else.

The result: faster contracts, fewer errors, and less time spent on paperwork.

See it work a real file.

Thirty minutes, one placement, worked live — start to submit-ready.