In-house Legal App Template

Master Consulting Services Agreement

Generate Master Consulting Services Agreements from an intuitive
digital questionnaire and facilitate the approval and signature process
Generate Master Consulting Services Agreements from an intuitive digital questionnaire and facilitate the approval and signature process around the document

Key Features

  • User Self-service

    Enables business users to generate their own contract around consulting services when engaging external consultants.

  • 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

  • Reduce turnaround time

    Generate documents for business users faster via our intuitive self-service questionnaire.

  • 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.

See It Live Now

Access our App Template or request a free personalised demo today