ClinReady Sign
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AI agreement management · healthcare, financial services, tax prep & real estate

AI agreement management for healthcare, financial, tax, and real estate teams — stop chasing signatures.

Describe the outcome — a §7216 tax consent, a lease packet, a loan or KYC file, a physician order or recert — and AI assembles the documents, signing order, compliance checks, and reminders. Signers open a link with no account required.

Start free — send your first packet Take the 3-minute tour

No credit card required · Free plan includes 5 envelopes and 15 scanner pages a month

  • Signature chasing → automated reminders and signing order
  • Seasonal crunch and expiring recerts → scheduled re-signature campaigns
  • Audit exposure → SHA-256 hashed files and full audit trail

Straight about compliance: PHI-oriented controls, encrypted per-tenant storage, and SHA-256 audit trails — with an in-app BAA you execute before sending PHI. We hold no HIPAA or SOC 2 certification yet. Exactly what we do and don't claim →

DT

Built by an operator, not a marketplace

Founder Didian Tsongwain is a CISSP-certified data security architect who runs a healthcare staffing firm — and watches clinicians sit idle behind onboarding paperwork that generic e-signature tools were never built to handle. So he built the platform he wished existed: tamper-evident audit trails and tenant isolation from day one, and signed documents that close checklist items instead of just getting filed.

Read the founder’s story

Cost for a 15-person team

  • ClinReady Sign15 users included$99/mo
  • Dropbox Sign$15 per user~$225/mo
  • DocuSign$25 per user~$375/mo
Full pricing vs DocuSignvs Dropbox Sign

Competitor figures from publicly published list prices and may change.

Nurse Onboarding Packet — 6 documents

Offer letter · I-9 · W-4 · HIPAA · competency · license

Completed

  • Amara Boateng, RN

    Signer 1 · onboarding packet

    Signed 9:04 AM

  • Dr. Luis Ferrer, MD

    Signer 2 · physician orders

    Signed 9:41 AM

  • Joyce T., HR

    Signer 3 · countersign

    Signed 10:12 AM
Certificate of Completion
Document hash (SHA-256)
9f2c1ba7e4d0…c85a11
Audit events captured
18 · IP, device, timestamp per signer
Tamper-evident Encrypted at restNo account required for signers

Recert due in 30 days

Re-signature campaign scheduled automatically

What is ClinReady Sign?

Send a document, get it signed, keep the proof.

ClinReady Sign is electronic signature and document workflow for teams that handle sensitive paperwork — upload or build a document, send it to the people who need to sign, and track every step until it's done. Signers just open a link. No account, no app, no printing.

  1. 01

    Add your document

    Upload a PDF or Word file, scan paper with your phone, or start from a saved template.

  2. 02

    Choose who signs

    Add names and emails, set the order, and drop signature and date boxes where they belong.

  3. 03

    Send and track

    Everyone gets a link, reminders go out automatically, and you get the signed copy plus a full audit trail.

Start free — no credit card Watch the 3-minute tour

Most teams send their first document in under 5 minutes.

Choose your path

What brings you here today?

Pick the route that matches what you need to do right now.

I need to sign a document

Signing links arrive by email or text from the sender. No account needed. Want to see how it feels first? Sign a sample document in the sandbox.

Try signing a sampleI need to send documents

Upload a file, drop in signature and date fields, and route it to one or more recipients with reminders and tracking.

Send your first envelopeI need to manage my organization

Invite your team, set roles and approvals, review audit trails, and configure compliance and retention settings.

Set up your workspace

Start with the outcome, not the document.

Clinical, financial, legal, HR, or field operations — pick an outcome and AI assembles the document set, the signing order, the compliance checks, and the follow-ups. The signature is the last step, not the product.

Get tax client consent remotely

Send a §7216 consent and Form 8879 e-file authorization — driver's license capture, ID verification, and signature pad on any phone.

Sign a lease or listing

Lease, disclosures, screening authorization, and addenda routed to tenants, agents, and owners in one packet.

Onboard a financial client

Engagement letter, W-9, KYC and identity documents collected, verified, and archived with an audit trail.

Onboard a nurse

Offer letter, I-9, W-4, HIPAA, competency attestations, and license verification in one packet.

Collect patient consent

Mobile-first consent with ID capture, signature pad, and a sealed audit certificate.

Run an HR packet

Policy acknowledgements, direct deposit, background authorization, and benefits elections.

Send an NDA or vendor agreement

Draft from a description, AI review for unusual clauses, then send for signature.

Close a property deal

Purchase agreements, disclosure packets, and closing documents signed remotely with tamper-evident hashing.

Included on every plan

Turn paper into signature-ready PDFs with the portable document scanner

Point your phone at any form. ClinReady Sign captures each page with alignment guides and burst mode, then AI de-skews, orders, OCRs, and detects where signatures belong — producing a clean, mail-ready PDF you can send for signature in seconds.

  • Phone camera capture with guides & burst mode
  • AI page ordering, de-skew, and OCR text layer
  • Automatic signature & initial field detection
  • Mail-ready PDF export, stored in secure archive
Try the scannerSee plan allowances
How it works
  1. 1Capture pages with your phone camera.
  2. 2AI cleans, orders, and reads every page.
  3. 3Send the PDF for signature or archive it.

Free: 15 pages / month. All paid plans: unlimited pages.

Why ClinReady Sign

Electronic signature is one feature, not the product. ClinReady Sign runs the whole document lifecycle: intake, drafting, review, routing, compliance, signature, and archive.

Portable document scanner

Scan paper forms with your phone camera — AI straightens, orders, and OCRs every page into a signature-ready PDF. Included on every plan, even Free.

AI document assistant

Describe the agreement you need and AI drafts it, summarizes long contracts, and suggests the right template from your library.

Intelligent signature detection

Upload any PDF and AI places signature, initial, and date fields automatically — drag to adjust anything it gets close on.

Secure Exchange

Send or request files without signatures: encrypted expiring links, per-recipient access codes, download limits, and one shared audit trail. Free sends up to 5 per month, Starter unlocks file requests, and Professional adds watermarking and the AI sensitive-information scan.

Approval workflows

Route agreements through reviewers and approvers in the order you choose, with reminders, escalation, and full status tracking.

Team collaboration

Shared folders, templates, and document version history keep every department working from the same, current set of agreements.

Enterprise security

MFA (authenticator app and email), encrypted private storage, per-tenant isolation, and tamper-evident SHA-256 audit trails on every envelope.

API & integrations

Embed signing in your own product with an iframe or REST API — tenant-scoped keys, webhooks, and postMessage events included.

Verticalized, not generic

We don't sell one blank canvas to everyone. Each vertical ships with its own document library, routing rules, and compliance checks — with the deepest coverage in tax preparation, financial services, real estate, and healthcare.

Tax preparation

Solo preparers and multi-office firms — §7216 disclosure consents, Form 8879 e-file authorizations, engagement letters, and PBC document requests collected from remote clients on any phone.

  • §7216 consents
  • Form 8879 e-file authorization
  • Engagement letters
  • PBC document requests

Financial services

Advisors, lenders, bookkeepers, and accounting firms — advisory agreements, loan and application packets, W-9s, and KYC/AML onboarding with identity verification built in.

  • Advisory agreements
  • Loan packets
  • W-9 & KYC/AML
  • Client onboarding

Real estate & property management

Brokerages, property managers, and title teams — listing agreements, applicant screening authorizations, state disclosures, leases, and closing packets signed remotely on any device.

  • Listing agreements
  • Screening authorizations
  • Leases
  • Disclosure & closing packets

Healthcare

Patient consent and HIPAA authorizations, new-patient intake, clinical staff onboarding, and policy acknowledgements — mobile-first and audit-ready.

  • HIPAA workflows
  • Patient consent
  • New-patient intake
  • Staff onboarding

Human resources & staffing

Offer letters, onboarding packets, I-9 and policy acknowledgements, and contractor paperwork for placed workers.

  • Offer letters
  • Onboarding packets
  • Policy acknowledgements
  • Contractor agreements

Legal & professional services

Client intake, engagement and retainer letters, NDAs, and settlement paperwork with full identity verification and audit trails.

  • Client intake & ID capture
  • Engagement letters
  • NDAs
  • Settlement packets

Government & public sector

Grant applications, benefit eligibility forms, public records requests, and interagency agreements with retention and audit controls.

  • Grant forms
  • Eligibility packets
  • Records requests
  • Interagency agreements

Construction & field services

Subcontractor agreements, change orders, lien waivers, and safety sign-offs captured from the jobsite on mobile.

  • Subcontractor agreements
  • Change orders
  • Lien waivers
  • Safety sign-offs

Education

Enrollment and registration forms, permission slips, staff contracts, and clinical field placement paperwork.

  • Enrollment forms
  • Permission slips
  • Staff contracts
  • Field placements

Also deployed in

  • Healthcare
  • Tax preparation
  • Financial services
  • Real estate
  • Human resources
  • Staffing agencies
  • Legal
  • Construction
  • Education
  • Small business

The AI layer competitors bolt on, we built in

AI isn't an enterprise add-on here. AI signature and field detection comes on every plan, including Free — AI drafting, contract review, risk flags, compliance checks, and summaries are included from Professional up.

AI contract review

Ask “explain this contract” and get a plain-English breakdown of what each party is agreeing to.

AI risk detection

Unusual, missing, or one-sided clauses flagged before anything goes out for signature.

AI summary

45 pages condensed into five bullets — obligations, dates, money, and termination.

AI form builder

Describe the form. AI builds it, fields and all, ready to send or save as a template.

AI workflow builder

Describe the recurring process and AI assembles the steps, approvers, and reminders.

AI field detection

Fifty fields placed automatically on upload instead of dragged one at a time.

AI compliance checks

HIPAA, IRS §7216, KYC/AML, state real estate disclosures, OSHA, and CMS requirements checked against your packet.

Live demo · runs real AI

AI Built Into Every Agreement

AI field detection and signature verification on every plan including Free; AI drafting, review, and summaries unlock at Professional.

Pick a sample document, then watch ClinReady Sign summarize it or detect exactly where signatures, initials, and data fields belong. This is the same AI that runs inside the app.

1 · Choose a document

2 · Choose what AI does

View sample document text
EMPLOYMENT OFFER LETTER
Northside Health Group offers Alex Morgan the position of Registered Nurse (Full-time, night shift) starting March 3, 2026, at an annual salary of $94,500 paid biweekly, with a $5,000 sign-on bonus payable after 90 days of continuous employment.
Employment is at-will. The employee must complete background screening, drug screening, and TB clearance before the start date, and maintain an active unencumbered RN license in the state of practice.
Benefits begin on the first of the month following 30 days. The employee agrees to a 12-month commitment; the sign-on bonus is repayable on a prorated basis if employment ends voluntarily before 12 months.
Please sign and return by February 15, 2026.

Results appear here in a few seconds.

Everything in the platform

The complete agreement toolkit — no add-on licence required for the essentials.

  • Portable document scanner
  • Digital signatures
  • Templates
  • Bulk sending
  • Approval routing
  • Document tracking
  • Audit trail
  • Team management
  • Mobile signing
  • Secure cloud storage
  • Secure Exchange
  • API access
  • Webhooks
  • Notifications

Works with your stack

Connect ClinReady Sign to the tools your teams already use, or build your own with the API.

Google DriveHubSpotZapierStripeEmail delivery & trackingAI ID scan & OCRREST APIWebhooksOneDriveComing SoonMicrosoft 365Coming SoonSalesforceComing SoonHRIS roster importComing SoonThird-party ID verificationComing Soon

Real usage

Live numbers, counted from the platform — never rounded up

2+
envelopes sent in the last 30 days
10+
organizations on the platform

Read live from our own database on every page load and rounded down, so the real figure is always at least what you see here.

Current clients

Organizations running agreements on ClinReady Sign

Healthcare, behavioral health, staffing, and tax practices using the platform today for signatures, credentialing packets, and client intake.

100+users on the platform

Listed with each organization's permission. We publish named clients only — no invented logos, testimonials, or review-site ratings.

Customer proof

What customers say

  • “We moved consultant onboarding paperwork onto ClinReady Sign and stopped chasing PDFs over email. Packets go out in one send and come back complete.”

    Metropol-Tech Consulting Inc

    Didian T.

  • “Credentialing packets that used to take a week of back-and-forth now close in a day, and every signed file carries an audit trail we can hand to a client.”

    MTCI Healthcare Services

    Joyce T.

  • “Consent and intake forms sit inside our own workflow instead of a separate signing tool, which is the part our care teams actually notice.”

    CareVieo Inc

    Sanji A.

  • “Clients sign on their phones without an account or an app, and we get a completed document with a certificate attached the same hour.”

    Dalev Behavioral Services

    Genevieve

Want to hear it first-hand? Request a reference call with a customer in your sector.

What usually stops a rollout — answered here

No hunting through a pricing table or a sales call for these answers.

“We can't go live without a signed BAA.”

You get one in-app, before you send anything with PHI. Our Business Associate Agreement is counsel-approved, Maryland-governed, and executed as a click-through e-signature inside your workspace — no email thread, no sales call. We also state plainly what we do not have: ClinReady Sign holds no HIPAA or SOC 2 certification today, and our downstream hosting provider does not counter-sign a BAA, which is why PHI storage can be pointed at your own encrypted S3 bucket.

Read the BAA and controls →

“Our physicians will never adopt another portal.”

They don't have to. Signers get a link or QR code, open it on a phone, and sign — no account, no app, no password. A physician signing orders touches one screen and never sees your workspace. Adoption is on your staff, not on the doctors you're waiting on.

See what a signer sees →

“We tried an e-sign rollout before and it stalled.”

Most stall because someone had to rebuild every packet by hand. Here you describe the outcome — a §7216 tax consent, a lease packet, a KYC file, a clinical consent — and AI assembles the documents, fields, signing order, and reminders. Start on the free plan with one real packet this week; nothing needs to be migrated first.

Walk the 3-minute tour →

Transparency

We are new, so judge us on evidence — not on our adjectives

We name our clients above, but we do not yet have published case studies, third-party review ratings, or a completed SOC 2 — and we will not manufacture them. Here is exactly what you can verify yourself instead.

Verifiable signing evidence

Every completed envelope ships a certificate of completion with SHA-256 document hashes and a timestamped actor/IP audit trail you can export and check independently.

Honest compliance disclosure

Our compliance page splits controls into “in place today” and “not yet” — including that we hold no SOC 2 or HIPAA certification, and that the in-app BAA text is still a draft with an open downstream gap.

Security & compliance

Try it before you trust it

A free tier with no card, a sandbox tenant with fictional data, and a public API you can test against — so you can evaluate the product rather than our claims about it.

Who builds ClinReady Sign

Frequently asked questions

AI agreements, pricing, and integrations — answered. Still stuck? Ask the support bot in the corner or book a demo.

Not ready today? Start with your email.

Drop your work email and we'll take you straight to a free workspace — no card, no sales call. You can finish later from the same link.

Ready to take paperwork off your team’s plate?

Start with an outcome and let AI build the rest — or talk to us about embedding ClinReady Sign inside your own platform.

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Start free Take the tour