You have signed a service agreement with a client. Everything is going well, maybe so well that the client wants you to provide additional services, or maybe you want to change the price. Although agreements change, we want any amendments to be easy, transparent, and frictionless.

Below is a quick guide on how to edit an agreement. Watch our accompanying video for a visual walkthrough.

1. Go to the "Agreements" page and select the agreement that you wish to amend.

2. In the "Agreement" tab click the "Edit" button. You will then be able to:

In order to ensure a transparent client relationship, Anchor will notify the client about the changes and request their approval via email.

See the list of cases that require your client’s approval here.

To edit an existing service, all you have to do is click on the overflow menu (three dots) in the top right corner of the service and select "Edit".

The service you selected will pop up, and all you have to do is make the changes to it and click "Save" at the bottom right corner of the pop-up window.

Click on the "Add Service" button to add a new service. Select the services you with to add, and click the "Add Services" button on the bottom right of the window.

Once all changes are complete, click the "Save changes and notify client" button, at which point the client will receive a notification of the changes via email.

Your client will receive an email notifying them that the terms of their agreement have been amended. They need to click on "Review Changes" in order to review the agreement and accept the change.

Your client will be taken to the agreement where they will be able to review any amendments to the existing service, or new service (the button on each service will read accordingly), and approve them.

Once they approve the new services and/or amendments, you will receive a confirmation email.

Still have questions? Feel free to send us a message by sending an email to [email protected], our team is always happy to help!