The proposal-to-agreement product connects recipient links and proposal engagement to snapshot signing and an agreement PDF. The approved version and its signature remain together.
The agreed mandate carries through into the work.
Professional services automation connects the proposal, signed agreement and delivery record for scaling and established firms. Seichō designs software around the authority behind each instruction, so scope, review and acceptance remain attributable as the work progresses.
- Operating scope
- Proposals, engagement preparation and approved client communications
- Evidence
- Agreement software and an estate agency instruction workflow
- Clients
- Scaling and established professional services businesses
- Entry evidence
- A defined commercial objective and access to the relevant operating records
The signed version preserves the agreement.
100%of agreements signed with a complete audit trail
Every agreement signed through the platform since launch carries its version snapshot, signature event and PDF.
- Seichō’s role
- Architecture, development and evolution
- Related instruction record
The estate agency instruction-approval study connects director inputs to a signed quote. It supplies evidence of version control and approval.
From proposal to signed agreement
Key
The system in words
Proposal content and pricing form the material behind a tokenised recipient link. Views and section engagement feed an engagement record and automated follow-up. A separate signing branch from the recipient link captures the agreed proposal snapshot. The signature produces an audit trail and an agreement PDF with a pipeline signal. Snapshot signing retains the version accepted by the recipient.
The operating questions establish the boundaries.
- Proposal and authority
Which proposal version authorises the engagement?
The record connects scope, pricing authority and recipient acceptance. An amendment retains the earlier terms and records who approved the change.
- Preparation and knowledge
Which source material is authorised for this mandate?
Engagement preparation uses permitted records and reusable knowledge with their sources intact. The responsible reviewer confirms what enters the client record.
- Client communications
Which communications require approval before they leave the firm?
Routine updates follow agreed rules. Advice, commitments and material changes remain subject to a named reviewer with authority over the engagement.
Professional services automation follows the mandate.
- The engagement record
- The client, signed scope, responsible partner, delivery owner and review dates share a reference across the connected systems.
- Practice management software
- Existing practice management software retains its agreed responsibilities. Integration defines which system owns contacts, work allocation, billing and the signed agreement.
- Recipient and action
- Each outbound action retains its source, recipient and approval. The messaging concierge study shows a bounded communications workflow with human approval.
Confidentiality is part of the operating design.
- The firm’s authority
- The sponsor and engagement owner agree information boundaries, permitted sources and the reviewer for consequential work. Qualified advisers establish profession-specific duties.
- Access and retention
- Permissions follow the engagement and the person’s role. Retention, export and removal requirements form part of the specification.
- The first commission
The Operating Model Diagnostic establishes the current record and the investment case. Accepted equivalent evidence can support an Operating Plan.
Seichō's practice connects that evidence to design, delivery and continuing operation. Fees are fixed and set out in a written proposal. The briefing establishes scope.