Who it’s for
Firms with 25 to 300 clients on the same terms.
No legal team needed. Find the page that fits you.
By what you do
- IT managed-service providersEvery client on your latest service agreement.IT managed-service providers with 25 to 300 clients under contract: the firms that run their clients’ Microsoft 365, networks, backups and security for a monthly fee.Read
- Agencies & studiosEvery client on your latest terms. Not the version from three years ago.Marketing, media, creative and digital agencies with 25 to 300 active clients, including performance and data-marketing shops that work inside their clients’ ad and analytics accounts.Read
- Healthcare business associatesA BAA with every client and every subcontractor, on record.Healthcare-focused IT MSPs, medical billing and revenue-cycle companies, and other business associates that send the same BAA to every practice they work with.Read
- Data & API vendorsWhen your data terms change, every client accepts the new version.Data-licensing, enrichment and API vendors that sell through a sales team: deals close by order form, and the data terms and sub-processor notices go to a named contact by email, not through a sign-up flow.Read
By what just happened
The moments when firms usually start looking.
- You changed your termsYou changed your terms. Your existing clients haven’t agreed to them yet.Read
- A lawyer asks what a client agreed toA client’s lawyer asks for the terms they agreed to. Can you send them today?Read
- Passing thirty clientsPast thirty clients, nobody remembers who agreed to what.Read
- The first client that needs a BAAThe first BAA makes you a business associate. Now every client and every subcontractor needs one.Read