Documents, forms and procedures that create, send, sign and store themselves
Agreements, quotes, intake forms, consents, checklists and standard procedures are generated on brand, sent at the right moment, signed online and stored against the right client — so you stop hunting through folders and email attachments.
- On brand documents
- Signed online
- Stored on the client
- Procedures written for you
Generated on brand
- Service agreementYour terms and prices
- Intake questionnaireQuestions you set
- Consent formWhere required
- Job or session checklistPer service type
- Handover summarySent on completion
See it in action
See How Documents, Forms + SOPs Works Inside Alive24
Watch Alive24 run documents, forms + sops for a real solo business using simple voice or text instructions. No details needed to watch.
That’s One Part of Alive24
Now see how your website, leads, sales, clients, work and money operate together in one connected system.
See the entire system working from start to finish.
Are you currently doing this?
Your paperwork is scattered and half of it is out of date.
Documents are only useful if they are current, findable and actually sent.
- Agreements in one folder, forms in another, both out of date
- Recreating the same document from an old file
- Emailing PDFs and hoping they come back signed
- Forms that look nothing like your brand
- No written procedures, so quality depends on your mood
- Paying separately for signatures, forms and storage
You can stop doing all of it. It is already built.
What it actually does
Documents as part of the system, not files in a drive.
Generated from your real business information, sent by workflows, stored where they belong.
Created
Generated, on brand, correct.
- Agreements, terms and service contracts
- Intake forms, questionnaires and consents
- Checklists, job sheets and handover documents
- Reports, summaries and client-facing PDFs
- Your brand, your wording, your current prices
Sent + signed
They go out and come back completed.
- Sent automatically as part of onboarding or a workflow
- Online signature and consent capture
- Reminders for anything outstanding
- Mobile-friendly forms clients actually finish
- Answers usable elsewhere in the system
Stored
Findable in seconds, not folders.
- Attached to the client, job or session automatically
- Version history so you know what was agreed
- Photos, files and uploads stored alongside
- Client-visible documents in their own area
- One search instead of three drives
SOPs
The way you do things, written down.
- Standard procedures generated from how you work
- Attached to job types and workflow steps
- Updated by prompt as your process improves
- Consistent quality without relying on memory
- Makes the business sellable and delegable later
See it work
One document set, created and handled automatically.
The paperwork side of a new client, without a folder in sight.
Generated on brand
- Service agreementYour terms and prices
- Intake questionnaireQuestions you set
- Consent formWhere required
- Job or session checklistPer service type
- Handover summarySent on completion
How it works
How your paperwork gets sorted.
One pass, then it maintains itself.
- 01
Say what you need
The agreements, forms, consents and checklists your work requires.
- 02
They get generated
On brand, using your real services, prices and terms.
- 03
Workflows send them
At acceptance, at booking, before a session, on completion.
- 04
Everything is filed
Against the client and the job, with versions and signatures kept.
What it replaces
The document tool stack.
Creation, signature, forms and storage in one place.
Apps you can cancel
- E-signature subscription
- Form builder subscription
- Document and PDF tools
- Cloud storage and folder tools
- Template libraries
Manual work that stops
- Rebuilding documents from old files
- Emailing PDFs back and forth
- Renaming and filing documents by hand
- Searching three drives for one agreement
Help you stop paying for
- Administrator producing paperwork
- Virtual assistant chasing signatures
- Consultant writing procedures
Connected, not bundled
Not just a document library.
These documents are wired into onboarding, jobs, bookings and the client area, which is why they get sent, signed and filed without you touching them.
Built for real businesses
The paperwork your work actually requires.
Regulated, contractual or practical.
Wellness practitioners
Health history, consent, treatment notes and cancellation policy stored per client.
Coaches
Coaching agreement, goals questionnaire, session notes and program materials.
Trades
Quotes, safety and access checklists, job sheets and completion sign-off with photos.
Consultants
Contracts, scope documents, assumptions logs and phase reports.
Makers
Specification approvals, material lists and delivery documentation.
Small agencies
Retainer agreements, brand access checklists and monthly reports.
Time, software and admin
Paperwork stops being a job.
The admin that quietly consumes evenings.
- Documents generated in seconds instead of rebuilt
- Signatures collected online without a separate tool
- Nothing to file, rename or move
- Any document findable in one search
- No signature, form or storage subscriptions
- Written procedures make your quality repeatable
Explore the connected system
Where this goes next inside your business.
These are the parts of Alive24 that touch this one most often. Everything else is one click away in the full system.
Questions
Documents, Forms + SOPs — the questions owners actually ask.
Still unsure? The full demo answers most of it in a few minutes, without a sales call.
See documents generated, signed and filed without you.
The full demo shows an agreement and intake form going out, coming back signed and landing on the client record.
See how this connects to the rest of your business — from the first lead to the sale, the work and the money.
We are here to help
Choose your next step.
Watch the Full Alive24 Demo first. Everything else can wait until you have seen what you would actually own.
Watch the full demo
See the system build a website, socials, SEO, sales follow-up, quotes, bookings and money in real time. No sales call, no pressure.
Watch the Full Alive24 Demo
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