Built for

Teams that send the same standard terms to every client.

The common thread: the agreement travels by email to a named business contact — it does not live inside a signup flow. If that is you, one of these pages is yours.

By what you do

Media & marketing services
Campaigns start when the data terms come back. Make that the same day.

Paid-media and performance shops running client ad accounts, analytics and measurement firms, CRM/CDP implementation and email-marketing agencies, affiliate and influencer networks.

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Agencies with brands behind them
One subcontractor change. Every brand re-papered. From one board.

Full-service creative and media agencies holding the brand relationship, re-papering both toward brands and toward the vendors and platforms on the other side.

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Managed-service providers
Standing access needs standing terms. Not a Word document per client.

IT MSPs administering Microsoft 365 or Google Workspace, managed analytics and BI firms with standing access to client data, outsourced SDR and email-ops shops sending from client domains, fractional RevOps and finance providers inside client tooling.

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Sales-led data & API vendors
When your data terms change, re-paper the whole book without a spreadsheet.

Data-licensing and enrichment firms closing via order form plus emailed terms, audience and panel-data providers, API vendors whose mid-market deals are sales-assisted — where the data terms and sub-processor notices travel by email rather than inside a product.

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Healthcare MSPs & medical billing
Every client needs a BAA. Every subcontractor needs one too. Keep them all on one board.

Healthcare-focused IT MSPs administering clinics’ and practices’ systems, medical billing and revenue-cycle (RCM) companies, and the other business associates on the same thread: standard terms sent by email to a named contact.

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By the moment it starts

The paperwork problem is born months before it is felt. These are the moments.