Entity Contracts

Contracts in Atlas are formal agreements between your practice and client entities — engagement letters, service agreements, and ad-hoc contract documents.

Creating a Contract

1. Open the entity's Contracts tab
2. Click + New Contract
3. Fill in:
   • Template — select from contract templates or start blank
   • Entity — pre-filled with the current entity
   • Services — link to specific engagements
   • Terms — contract terms and conditions
   • Fee Schedule — agreed pricing
   • Period — contract start and end dates
4. Click Create to save as draft

Contract Lifecycle

Contracts follow a defined workflow:

Draft → Sent → Signed → Countersigned → Active → Completed

Status	Meaning
Draft	Being prepared, not yet sent to client
Sent	Delivered to client for review and signature
Signed	Client has signed; awaiting practice countersignature
Countersigned	Both parties have signed; contract is active
Active	Currently in effect
Completed	Contract period has ended

Sending a Contract

1. Open the draft contract
2. Click Send to Client
3. The client receives an email with a link to review and sign
4. Track the status in the Contracts tab

Signing and Countersigning

• Client signs through the client portal or email link
• Practice countersigns — a Principal or Partner clicks Countersign in Atlas
• Once both parties have signed, the contract status moves to Active

Generating an Invoice from a Contract

For fixed-fee contracts, you can generate an invoice directly:

1. Open the active contract
2. Click Generate Invoice
3. Atlas creates a draft invoice pre-filled with the contract's fee schedule
4. Review and send the invoice through the Billing module

Contract Templates

Practice administrators can create reusable templates in Settings. Templates include:

• Standard engagement letter wording
• Terms and conditions
• Fee schedule templates
• Configurable per service type