Agreements & Billing

Send agreements for signature.

Agreements are sent for secure electronic signing, and the signed copy is snapshotted and stored.

What you get with E-signature.

Email a secure signing link
Send a secure signing link by email, so agreements get signed without printing or posting.
Branded signing experience
Clients sign in a clean, branded flow that reflects your organisation.
Document snapshotted on sign
The signed copy is captured and locked, so you always have the exact version agreed.

1

Configure the records, patterns, and rules for how your operation actually runs.

2

Automation handles the routine and prepares the outputs, with your managers keeping the review gate.

3

Approve what matters, act on what's flagged, and keep the evidence organised for audits.

From a configurable template to a signed PDF, in one flow.

A configurable rich-text template with variables that auto-insert client, plan-manager, date, and line-item detail.

Agreement line items carry the funded supports, quantities, and budgets that feed claims.

Shifts become draft timesheets carrying pay levels and sleepover components, ready for approval and payroll.

Draft invoices from delivered supports, render PDFs, and carry your payment details.

Delivered supports, line items, and agreements come together as NDIS payment-request data.