Contracts

Contracts are for firm owners, admins, and billing staff who prepare client agreements in Assisterp. Start with a contract template, then create a client-specific contract from that template on the client record.

Employees with contract access can also use this guide; see Permissions and Visibility if contract controls are hidden.

Templates vs contracts

A contract template is reusable setup. It stores the agreement name, title, body, service items, bundles, and total so the firm does not rebuild the same agreement each time.

A client contract is a copy of a template for one client. When you create a client contract from a template, Assisterp creates the contract record and produces the contract file used by the signature controls. You do not need to upload or generate a separate file before using the contract page’s signature actions.

Create a contract template

1. Open Settings.
2. Open Templates.
3. Select Contract Templates.
4. Add a template.
5. Enter Template Name and Title.
6. Write the Body.
7. Add service items or bundles if the contract should include billable work.
8. Review the Total Amount.
9. Select Add.

To update a template, open it from Contract Templates, edit the fields, and save the update. Template changes affect the template going forward; review existing client contracts separately when terms have already been copied to a client.

Add a contract to a client

1. Open Clients.
2. Select the individual or business client.
3. Open the Contracts tab.
4. Select Add Contract.
5. Choose the Template.
6. Enter Start Date and End Date.
7. Select Add.

The new contract appears in the client’s Contracts list. Open the row to review the contract page.

Review the contract page

The contract page shows the agreement and payment context in one place. Review:

• The service provider and client.
• The contract start and end dates.
• Service names included in the agreement.
• The contract body copied from the template.
• The client signature area.
• The contract and invoice payment summary.

Use the edit button on the contract page when the client-specific title, dates, body, services, or totals need to change before sending.

Send or check a signature

The contract page has signature actions for preparing and sending the contract for signing. When a contract has not been sent for signature yet, select Setup Signature to open the Send Contract modal.

After a signature setup exists, use Check Signature to check the signing status and open the returned signed document when one is available.

The product source mixes provider-specific wording, so this article uses neutral signature language. It also does not document the client’s signing experience or the delivery email path.

Missing controls

If Contract Templates, Contracts, Add Contract, Setup Signature, Send Contract, or Check Signature are missing, ask an administrator to review your access in Permissions and Visibility.

What is not covered here

This article covers contract-template setup; it does not cover electronic-signature compliance, legal review, audit policy, the client signing flow, provider-specific documentation, or client-portal contracts.