inbound · to the client
Legal + compliance pack
What legal needs: W9, MSA, NDA, DPA, insurance.
What this template collects
6 placements · spec-checked in the browserWhere it lives
Signed MSA
Signed PDF · master services agreement
Where it lives
Signed NDA
Signed PDF
Where it lives
Signed DPA
Data processing addendum · if applicable
Where it lives
W9 / W8-BEN
Tax form · current year
Where it lives
Insurance certificate
COI with host as additional insured
Where it lives
800 chars
ACH / wire details
Signed MSA
pdfSigned PDF · master services agreement
Signed NDA
pdfSigned PDF
Signed DPA
pdfData processing addendum · if applicable
W9 / W8-BEN
pdfTax form · current year
Insurance certificate
pdfCOI with host as additional insured
Banking info
textACH / wire details
How it works
- Pick this template. Specs, placements, and copy are pre-configured. You can edit any field before sending.
- Send one link per partner. Branded as your workspace. No sign-up on their side.
- Land on-spec. Every file is validated on upload; AI checks bleed, color, quality, missing variants.
- Ship it where it’s going. Approved assets auto-route by destination: printer, AV, distribution, locator site.
Use Legal + compliance pack in your own workspace.
Free to start. You can send your first link in the next five minutes.
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