Client terms, accepted and on record
Every client on your latest terms.
Clients accept by link. You see who has and who hasn’t.
Free for 3 sets of terms and 5 clients. No card. Your clients never need an account.
Today
Pick any client. Which version did they agree to?
For most firms, the answer is an inbox search.
- Some agreed years agoThe terms have changed since. They were never asked again.
- Some got an emailYou sent the new version as a PDF. A few replied. Most didn’t.
- Some were never askedWork started before the terms went out, and it kept going.
How it works
Send your terms once. See who has accepted.
Add your terms and your clients
Paste the terms you already use. Add clients one by one, or import the list.
Each client gets a link
They read the full text, tick a box and press Accept. No account.
Your list fills in
Each acceptance records who, when and the exact text.
Your list
One list: client, version, date.
Open it and you know who is on your latest terms and who isn’t.
- See who is still pending and remind them in one click.
- A new client is always sent the latest version, never an old one.
- Open any client to see who accepted, when, and the exact text.
Clients
Client service terms · v4 is the latest49 of 58
clients on the latest terms
- Accepted4 NovHarbor DentalService terms v4 · Priya Shah, Practice Manager
- Accepted3 NovNorthwind RetailService terms v4 · AI use addendum v1
- Viewed5 NovKestrel LogisticsOn v3 · opened the new version 5 Nov
- Sent3 NovBluebird FoodsOn v3 · asked again 3 Nov
When your terms change
Change your terms once. Every client is asked again.
Publish the new version. Each client on the old one gets a link.
- Every version is kept, with the date it was published.
- Your list shows who has accepted the new version and who is still on the old one.
- Nobody is moved to new terms without seeing them.
Client service terms
v3 to v4- Changed in v4
- Section 9, use of AI tools. Section 12, payment terms.
- Mon 3 Nov0 of 58 on v4
v4 published. Every client on v3 is emailed their link.
- Wed 5 Nov31 of 58 on v4
31 clients have accepted v4.
- Mon 10 Nov49 of 58 on v4
49 have accepted. The other 9 get a reminder.
Until a client accepts v4, your list shows them on v3.
Your client’s side
Tick a box, press Accept. No account.
This is everything your client sees. Try it.
No account. No signature.
Tick the box and accept. This is everything your client sees.
The record
A lawyer asks. Send the certificate.
Each acceptance is a record nobody can edit.
The record
- Accepted by
- Maya Chen, for Acme Media
- Accepted on
- 2026-08-14 10:42:07 UTC
- From
- 81.42.118.••• · Safari · iPhone
- Affirmative action
- Ticked the statement, selected Accept
- Identity
- Own link, one-time code emailed and confirmed
Document fingerprint · SHA-256
7f3c9a41d0b6e2a8c5f1d93b0e7a4c26 18f5b2d9e04c7a3b6e1f8d2c94e9b8e2
Download the sample PDF- A named personWho accepted, for which company, and the statement they ticked.
- The exact textA fingerprint of the version they saw, with the time and where the click came from.
- A link anyone can checkA lawyer or an auditor checks the record against its fingerprint. No account needed.
For the terms every client gets. Not the ones you negotiate.
Yesmark is for
- Service terms and client agreements that are the same for everyone
- Add-ons to them: AI use, data processing, security responsibilities
- NDAs and business associate agreements
- New versions every client has to accept
Yesmark is not for
- Contracts you negotiate line by line: keep those in your e-signature tool
- A client’s own contract that you have to mark up
- Anything the law says must be signed
Who it’s for
For firms with 25 to 300 clients.
The same terms for all of them, and nobody whose job is to chase paperwork.
Plans
Start with five clients, free.
3 sets of terms, 5 clients, no time limit.
Free
$0
- 3 sets of terms, 5 clients, 5 contacts each
- 90 days of history, email-code verification included
- A watermarked certificate for every record
Pro
Most teams$99 /month
or $79/month billed annually
- Up to 100 clients, unlimited terms and contacts, full history
- Certificates of acceptance without the watermark
- Data export
- Your logo and colour on every client page
- A yourname.yesmark.io address
Scale
from $299 /month
or $249/month billed annually
- Unlimited clients
- Your own domain
- Roles and automation for the whole team
Security and trust
Security is never behind a paid plan.
- Every read and write goes through our servers; the browser has no direct database access.
- Acceptance is written on the server: IP, device and version fingerprint are captured by Yesmark, never self-reported.
- Versions and acceptance records are append-only. There is no update or delete path.
- One-time codes are stored only as hashes, expire, and cap attempts. Public endpoints are rate-limited.
- Hosted on Vercel; records in Google Cloud Firestore (US); email through Resend. Aligned with ESIGN and UETA.
Not yet: SOC 2 or ISO certification, EU data residency, SSO for senders. We say so when asked.