Master Consulting Services Agreement
digital questionnaire and facilitate the approval and signature process
Key Features
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User Self-service
Enables business users to generate their own contract around consulting services when engaging external consultants.
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Workflow Automation
For contracts that require a lawyer to review, the tool enables business users to be automatically connected to a lawyer via workflow. It also enables lawyers to leave comments and facilitates the back-and-forth of the contract revision process.
Benefits
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Reduce turnaround time
Generate documents for business users faster via our intuitive self-service questionnaire.
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Save time by reducing inefficient back-and-forth communications
The application allows clients to self- serve through a guided questionnaire which removes the need for back and forth information collection processes.
How Does Checkbox Automate This?
1. Collect all the necessary information using smart forms
Build dynamic smart forms to collect all the information you need to generate a master consulting services agreement. Harness conditional content and built in data validation.
2. Facilitate the approval process around the master consulting services agreement document
Build approval workflows to automate the approval process around the document and ensure that the correct level of approval is performed by the relevant people.
3. Facilitate e-signature
Checkbox integrates with e-signature tools like DocuSign and Adobe Sign out-of-the-box to facilitate the signature process for your documents and ensure that they are signed by the right people.
4. Track progress and access data using dashboards
Gain data across all agreements and view their current status for approval and signature in real-time.