Reviewing & Signing Contracts in the Client Portal

📩 How You Receive a Contract

You'll receive an email from the business with a link to review your contract.


The email may include a button such as:

• Review Contract


• View Agreement


• Open Portal

Clicking the button opens the contract in your browser.



👀 Reviewing the Contract

Inside the Client Portal, you can:

• Read through the full contract


• Review the scope, terms, and conditions


• Scroll through all pages before signing

Take your time reviewing everything carefully.


If you have questions or need clarification, reach out to the business before signing.



✍️ Signing the Contract

When you're ready to sign:

1. Click the Sign or Accept button


2. Follow the on-screen prompts


3. Confirm your signature

Your signature is captured electronically and securely.


Note: You may have to re-confirm and verify your email address when signing a contract. This ensures the correct party signs the document securely.



🔒 Is Electronic Signing Secure?

Yes. Electronic signatures are:

• Legally binding


• Securely stored


• Time-stamped for verification

Both you and the business receive a record of the signed agreement.



✅ After Signing

Once the contract is signed:

• The business is notified immediately


• The contract status updates automatically


• You may receive a confirmation email

You can always return to the portal to view the signed version.



❓ What If I Don't See a Sign Button?

This may happen if:

• The contract has already been signed


• The document is view-only


• Another party needs to sign first

If you're unsure, contact the business directly.



🔄 Having Trouble Signing?

If something isn't working:

• Refresh the page


• Try a different browser or device


• Make sure pop-ups aren't blocked

If the issue continues, reach out to the business for help.



📌 Related Articles

• What Is the Client Portal?


• Accessing the Client Portal


• Paying an Invoice in the Client Portal