Contracts and e-signing

Contracts in SBOS.AI are standalone agreements (engagement letters, deeds, variations) that you manage from the main menu. They are separate from Matter records, though contract workflows often relate to client work.

Where to find it

Open Contracts in the sidebar (requires Contract.View). You will see a list of contracts; open one to work on its tabs.

Typical workflow

1. Create or open a contract from the contracts list.
2. Review Contract info -- parties, status, and key dates.
3. Attach or generate supporting files under Documents (requires ContractDocument.View where applicable).
4. Configure Digital signature template when the firm uses a template-driven signing flow.
5. Track Digital signature submission to see signing progress and completed packets.

Relationship to matters and CRM

• Matters can have their own Contracts tab when your firm links legal work to specific agreements; use the user guide section for Matters for matter-scoped contract links.
• For engagement and client-level context, see Clients and Contacts.

Permissions

Access is controlled by contract-related permissions (for example Contract.View, ContractDocument.View). If you cannot see Contracts, ask your administrator to adjust your role.

See also

• Syntaq forms and Syntaq records for automated documents tied to matters.
• Document review for internal review cycles on documents.