Clients & cases

Registered clients

Email	Name	Status	Cases

Cases

Email	Name	Identifier	Case	Consent	Signing	Notice

Edit case

Identifier (a reference label for this case — shown to the client, not used to log in)

Notice content — up to 5 sections. Toggle "Visible" to control what the client sees; hidden sections are never sent to them.

Contract creator (which organization set these terms — shown to the client) Contract URL (used if no PDF is uploaded below) Contract PDF (if uploaded, the client's "View contract" button opens this instead of the URL above)

No file uploaded.

Upload PDF Remove PDF

Signing status (set this after the client actually signs, or fails to sign, the contract) Pending — outcome not yet known Success — signed Failed — did not sign Note (shown to the client alongside the signing status)

Add case

Clients create their own account by registering. This form only adds a new case to an account that already exists — enter the exact email they registered with.

Client email Identifier (a reference label for this case)

Notice content — up to 5 sections. Toggle "Visible" to control what the client sees.

Contract creator (which organization set these terms) Contract URL (used if no PDF is uploaded below) Contract PDF (optional)