erp.io Legal
Contracts and compliance without the shoebox
Service agreements, commercial cleaning contracts, certificates of insurance, bonding documents and state filings, organized in one place and connected to the clients they belong to.
4. Scope & frequency
Sign here
Signers
Audit trail · timestamped
Contract review
Legal agents read a commercial contract and point out the terms worth a second look.
Insurance on hand
Certificates of insurance and bonding documents stored, tracked and ready to send.
Deadlines tracked
Renewals, filings and expirations surfaced before they become a problem.
Commercial contracts deserve a careful read
A property manager sends over a janitorial agreement for three buildings. It's twelve pages. Somewhere in it are terms about who pays for damage, how fast you have to respond to a complaint, what happens to keys and access cards, when they can cancel, and when they have to pay you.
erp.io Legal lets you upload the contract and have a legal agent summarize it and flag clauses that deserve attention, so you know what to ask about before you sign. It's a faster first read, not a lawyer. For anything significant, bring in your attorney with the flagged sections already in hand.
- Liability and indemnity language
- Damage, key custody and access responsibilities
- Cancellation, renewal and notice periods
- Payment terms and late-payment provisions
Insurance and bonding documents, ready when asked
Commercial clients, property managers and some residential clients ask for proof of insurance or bonding. Usually that means digging through email for the latest certificate. In erp.io Legal, your policies and certificates live in one place with their expiration dates.
When a client asks, you send it from their record. When a policy is close to expiring, it shows up on your list so you can renew before a commercial client's vendor portal notices.
The same goes for the documents you collect. If a commercial client requires your cleaners to sign a confidentiality or key-custody form, the signed copies are stored with that client and easy to produce when their facilities manager asks.
- Certificates of insurance and bonding documents stored by policy
- Expiration reminders ahead of renewal
- Documents sent from the client or company record
Your entity and compliance calendar
Annual reports, registered agent renewals, business licenses by city, and the paperwork for a second location or a new LLC all have dates attached. Legal keeps them in one calendar with the documents that go with each.
Signed agreements live alongside them. Service agreements and commercial contracts go out through erp.io Sign, and the signed copy is filed on the client record and in Legal.
To do
Order new van wrap
Price list refresh
Doing
Open Rogers location
Spanish checklist set
Done
Q3 insurance renewal
A day with maid.co
The office park contract
Say your AI Sales Developer books a walkthrough with an office park manager, and the quote is approved. A week later their standard vendor agreement arrives. You upload it to Legal.
The summary flags three things: you'd be responsible for any damage to tenant property with no cap, they can cancel with seven days' notice but you owe them thirty, and payment is net 60. You send those three clauses to your attorney, who suggests edits. The manager accepts two of them.
The final version goes out through Sign, is countersigned, and is filed on the client record. Your certificate of insurance goes with it, and the renewal date is already on your calendar.
FAQ
Questions, answered
Is erp.io Legal a law firm or legal advice?
No. erp.io Legal is software. Legal agents help you organize documents, summarize contracts and spot clauses worth attention, but they don't give legal advice and don't replace an attorney. For contracts with real money or liability at stake, have a lawyer licensed in your state review the final terms.
Can it write my service agreement?
It can help you draft one from your own terms, such as cancellation policy, lockout fees, pet policy, damage and breakage, and payment terms, which you then review and ideally have an attorney approve. Once you're happy, it becomes the terms block on your quotes and the agreement clients sign.
How does it work with erp.io Sign?
Legal is where contracts and documents are organized and reviewed. Sign is how they get signed. A service agreement or commercial contract is sent for e-signature through Sign, tracked until everyone has signed and countersigned, and the executed copy is stored in Legal and on the client record.
Do I need this if I only do residential cleaning?
Residential companies still have service agreements, insurance and bonding certificates, business licenses and entity filings to keep straight, and some sign agreements with property managers or Airbnb hosts. Legal is most valuable when you take on commercial work, but keeping the basics organized helps at any size.
Who on my team can see legal documents?
Only people you give access to. Permissions control who can view contracts, insurance documents and entity records. Cleaners in the field don't see them. An office manager might send certificates of insurance to clients without being able to view company formation documents or partner agreements.
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