Modules & features
Updated 2 Oct 20263 min

Accepting the partner agreement

Where a partner reads the terms and Schedule A, what a version fingerprint proves, what pauses while a new version waits for acceptance, and who may accept for the firm.

Partner

Agreement shows the terms you partner on, Schedule A (your rate card) and every version published so far.

Versions and fingerprints

Each version carries a fingerprint, the SHA-256 of its exact text, so you can show which version you accepted. Printing or saving the page as PDF includes it. A version you accepted is never rewritten.

When a new version is published

  • A banner appears on every portal screen until an owner or admin accepts the new version.
  • While acceptance is pending, registering prospects, setting up client workspaces, relay messages and contact reveals are paused.
  • Statements, links and your earnings stay readable and available.

Who can accept

A team member can read everything on the page, but only an owner or admin can accept for the firm.

Does this work offline?

Frequently asked questions

What stops working while a new version is pending?

Registering prospects, setting up client workspaces, relay messages and contact reveals. Statements, links and earnings stay available.

Can a team member accept?

No. A member can read everything, but only an owner or admin can accept for the firm.

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