Service agreements and contract management software

A simple and paper-free way to sign legal documents and abide by industry-specific rules and regulations.

No credit card or commitment required.

How it works

Eliminate paperwork

Store all legal documents and consent forms safely and access them quickly via the ExpertBox CRM.
Make it user-friendly

Let your clients review your service agreement before a meeting and make signing clear and understandable with a simple opt-in checkbox.
Save time

Add your service agreement once and customize the text according to industry specifics.

Create and share official documents to obtain consent before you begin providing services.

Create a service agreement

Create your own service agreement to meet industry requirements and fit your specific needs and services.
Assign agreements to specific services

Decide which of your services require agreements and let your clients fill them out when making a booking.
Send agreements to clients as needed

Manually adjust the sharing of service agreements you want your clients to sign and get notified when it’s done.
Manage your agreement templates

View all created agreements in your workspace and easily edit and customize them.

Create a service agreement

Create your own service agreement to meet industry requirements and fit your specific needs and services.

Assign agreements to specific services

Decide which of your services require agreements and let your clients fill them out when making a booking.

Send agreements to clients as needed

Manually adjust the sharing of service agreements you want your clients to sign and get notified when it’s done.

Manage your agreement templates

View all created agreements in your workspace and easily edit and customize them.

Store all service agreements in your CRM

All signed documents will automatically be added to client profiles in the ExpertBox CRM.

Get notified when clients sign agreements

Stay informed about clients’ submissions by email and in-app notifications.

Store all service agreements in your CRM

All signed documents will automatically be added to client profiles in the ExpertBox CRM.
Get notified when clients sign agreements

Stay informed about clients’ submissions by email and in-app notifications.

Start your 14-day trial today

Learn why ExpertBox stands out from competitors

Fits any business A feature set tailored to the needs of any Expert.
Easy to scale Add new features as your business grows.
Secure GDPR & HIPAA compliance and SSL keep your data safe.
Supports integrations Use the tools you like within ExpertBox.
Accessible from any device Be flexible working via your computer, phone, or tablet.
Solid support Our support team will quickly address any concerns.