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Question

Smart file changes for client to sign everytime for every little details

  • May 17, 2024
  • 3 replies
  • 27 views

Annick Bissainthe

Hello everyone,

Hope all is well.

Am I the only one that thinks it is ridiculous to always send an email to our clients and they must sign every time even if I change one word the client must sign again. I understand we need to review everything before but mistakes happen. What could be the balance here? I also understand security measures but this is ridiculous. I had to ask my client to re-sign 3 times because I made the changes and he had already seen it. We were on the file at the same time and wow that was something. Client on-boarding could be challenging because of that. Clients are already too busy now asking them to sign for every change is on another level.

Let me know how you deal with this.

Thank you so much

3 replies

Dermot L Jones

This system needs significant improvements. It's inefficient and time-consuming. There are numerous minor issues that need refinement, updates, and resolution. It appears that there is little willingness to address these problems.


Cassie H of Premier Ops Spot
Community Legend
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Hi Annick! What types of changes are you making? It would be helpful to know the purpose of updating the file before I offer suggestions - but here are some ideas. 

One workaround I use is using an addendum file. 

So - for the first round, I have a template I use that includes all the deliverables, and uses Smart Fields to populate the contract with them. In this contract (that I paid a lawyer to write for me) I have a clause that says any changes we make to the contract must be agreed upon in writing. (Email would be fine)

Then, if something major changes, I have a standalone invoice /contract addendum I'll send to the client. Oftentimes what I do is keep that open for the length of the project, and only send near the end when I'm sure everything is captured. This works because they have still paid me and agreed to the work, and the second File is merely an add-on for additional services rendered. 

 

Let me know if this helps!


Dermot L Jones

(My 2 cents) One thing to note is the project date. In my business, due to high demand and corporate clients, I may need to shift dates around. Once our contracts are signed, the work will be completed as agreed. However, the date may change due to circumstances on our side or often due to changes on the client's side. The only reason a contract should need to be re-signed is if there are major project changes that affect the original agreement.