Service agreements

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

No credit card or commitment required.
Service agreements

How it works

  • Create a service agreement and assign it to a service
  • Receive a signed agreement along with a booking
  • Comply with all industry-specific requirements

Collect informed consent easily

  • 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
    Spend less time and effort by simply customizing the text of your service agreement according to industry specifics.

Create and share official documents to get your clients’ consent before providing services

Develop your own set of documents

Develop your own set of documents

Create a service agreement
Assign agreements to specific services
Send agreements to clients at will
Manage your agreement templates

Record and store all documents online

Store all service agreements in your CRM
Get notified when clients sign agreements

Record and store all documents online

Try ExpertBox for free and get your first results

Start your 14-day free trial today.

Collect consent for your services from any device

Have full control of your documents and their statuses at any time and from any place.

Why ExpertBox?

Solid support

Need a hand? From onboarding to troubleshooting, our support team will address your concerns promptly.

Easy to scale and customize

Whether you’re a solo expert or a team of professionals, achieve your business goals with advanced settings and a custom design.

Proven security

The ExpertBox team works hard to ensure you and your customers can securely exchange information.

GDPR compliance
HIPAA compliance
SSL encryption

Ready to get started with ExpertBox?

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