Request details before you send

Updated 10 July 2026

Sometimes you need a client's details (their full legal name, address, company number) before you can draw up the agreement. A Form lets you request those with a link. Your client fills them in through the browser, with no account, and it comes back to you as a ready-to-send draft.

You can also set a form to fill-and-sign, where the respondent completes their details and signs in one go. Find these under Forms.

Still need a hand?

We're a small team and we read everything.

Email us