Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos Lead Captured · API · Forms · Import Qualified → Auto Create Contact & Deal Deal Won → Project Instantly Created Send Contract · Your Terms · Your Client Send Welcome → Client Workspace Deployed Client Uploads Assets · Structured Onboarding Tasks Sync → Kanban · Calendar · Reminders Execution Tracked · Every Action Logged Delivery Completed · Full Timeline Recorded Repeat the Loop · Scale Without Chaos

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CONTRACT MANAGEMENT SOFTWARE

Client Contract Management

Connected to Your Projects

Simplify client contract management with Creative Ecom Builder. Send contracts directly from your project page, let clients sign their agreements, and follow guided next steps after signing. Send onboarding emails in your brand voice, create client workspaces automatically, and keep signed contract access connected to client activation and the client portal.

Get Started Explore the Workflow

✓ Project-based contracts
✓ Guided post-signature steps
✓ Connected client access

↗ Project ContractSent from your workflow

✓ Contract SignedReady for next steps

A CONNECTED CONTRACT WORKFLOW

Manage Client Contracts Without Losing Sight of the Project

Contracts are an important part of delivering client work. When agreements, project details, onboarding tasks, and client communication are disconnected, it becomes harder to keep the process organized. Creative Ecom Builder connects contract management with your project and client workflow, helping your team move from a signed agreement to the next stage of client delivery.

Keep each agreement connected to the project it belongs to. After the client signs, follow the guided next steps, send a branded onboarding email, and continue through the client onboarding workspace created automatically by the system.

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Project-Based Contract Management

Send client contracts directly from the relevant project page and keep the agreement associated with the work.

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Contract Signing Workflow

Send agreements to clients and continue through the next stage after signing.

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Guided Next Steps

Follow the guided flow after the contract is sent and signed, with your team in control of the onboarding email.

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Branded Onboarding Emails

Send onboarding messages using your business’s brand voice.

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Automatic Client Workspace Creation

The system creates the client onboarding workspace automatically as part of the workflow.

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Connected Client Portal

Keep contract access connected to the onboarding workspace and mirrored to the client’s own portal dashboard.

HOW IT WORKS

From Contract Signing to Client Onboarding

One connected process for agreements, guided next steps, and client access.

Open the Project

Start from the relevant project page.

Send the Contract

Send the agreement to your client.

Client Signs

Continue after the agreement is signed.

Send the Onboarding Email

Your team sends the branded email.

Workspace Created

The client onboarding workspace is created automatically.

Important: The system guides the post-signature process and creates the workspace automatically. You or your team send the branded onboarding email.

Client Contract Workflow

PROJECT AGREEMENT

Website Development Agreement

Signed

CLIENTClient Account

RECORDProject Contract

WORKFLOWOnboarding

ACCESSClient Portal

Contract Connected ✓

CONNECTED CLIENT RECORDS

Keep Signed Contracts Accessible After Signing.

Contract management continues beyond the signature. Contract access stays connected to the client activation and onboarding workspace and is mirrored to the client’s own client portal dashboard.

✓ Send contracts from the project page.
✓ Follow guided next steps after signing.
✓ Send onboarding emails in your brand voice.
✓ Create client onboarding workspaces automatically.
✓ Connect contract access to the client portal.

Project Management → Client Activation → Client Portal → Activity Intelligence → Invoices & Payments →

WHY CONNECT YOUR WORKFLOW?

Organized Contract Management for Client-Based Businesses

Connect agreements with project delivery, client onboarding, and client access.

Reduce Disconnected Steps

Keep the contract connected to its project and follow the guided process after signing.

Keep Onboarding Moving

Know the next steps while your team controls the onboarding email.

Maintain Client Access

Keep contract access connected to the onboarding workspace and client portal.

CONTRACT MANAGEMENT FAQ

Frequently Asked Questions

What is contract management software?

Contract management software helps businesses organize agreements and contract-related activities. Creative Ecom Builder connects client contracts with projects, guided next steps, onboarding, and client portal access.

Can I send contracts from a project page?

Yes. Send a client contract from the relevant project page to keep the agreement connected to the project workflow.

What happens after a client signs?

The system guides you through the next steps. Your team sends the branded onboarding email, and the client onboarding workspace is created automatically.

Does the system send the onboarding email automatically?

No. You or your team send the onboarding email, so you can use messaging that reflects your brand voice.

Is the client onboarding workspace created automatically?

Yes. The system automatically creates the client onboarding workspace as part of the post-contract workflow.

Where can clients access their contracts?

Contract access is connected to the client activation and onboarding workspace and mirrored to the client’s own client portal dashboard.

Who can benefit from contract management software?

Agencies, freelancers, consultants, and service businesses that manage client projects can benefit from connecting agreements to project delivery and onboarding.

How are contracts connected to project management?

Contracts are sent from the project page. After signing, the guided workflow connects the next onboarding steps with the client workspace and portal access.

BRING YOUR CLIENT WORKFLOW TOGETHER

Manage Client Contracts. Connect Every Next Step.

Connect project-based contract management with guided onboarding, automatic workspace creation, and client portal contract access.

Get Started with Creative Ecom Builder →

✓ Contract signed

✓ Guided next steps

✓ Branded email sent by your team

✓ Workspace created automatically

✓ Client portal contract access