Start an agreement

Run the work that follows each agreement.

Check requirements, run approved follow-up, and review the result from the same project.

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The agreement carries its operating context.

Participants, documents, requirements, authorized actions, and the resulting history remain connected to the same matter.

Organize

Organize the work around the agreement.

A shared workspace for the agreement.

See the current status, missing requirements, files, next steps, and supporting documents together.

  • A work list for missing requirements, stale files, and pending signatures.
  • Current status, participants, document context, and available next steps.
  • Files, linked email threads, receipts, and recent activity in the same project.

Put settlement work in the required order.

Require each signature, approval, file, timer, or payment check before the next step can begin.

  • Required signatures, approvals, files, timers, and participant-paid Project Passes.
  • The next step becomes available only after its requirements are complete.
  • Expiration support for agreements that should not remain open forever.

Execute

Release files only after the requirements are met.

Notify, release, and record.

Release protected files, send recorded email, and produce settlement statements only after approval. Connected systems can receive signed webhook updates separately.

  • Authorized releases and notices are visible before they run.
  • Retries and blocked results stay attached to the original request.
  • Final statements are generated from the completed agreement history.

See who acted, when, and why.

Preserve who did what, when it happened, and which requirement or approved release produced the result.

  • History for completed requirements.
  • History for delivery attempts, retries, and completion.
  • Webhook delivery and replay history.

Start a signing request from the inbox.

Email the agreement and participants. Setup, signing, and participant updates remain in the right thread.

Start from email

Keep sent, received, and reconciled separate.

Funds move through the customer's bank. Termn retains the approved instruction, sender report, receipt evidence, and authorized match as distinct events.

Review money movement

Bring one agreement and its remaining work.

We can map its participants, required checks, supporting documents, follow-up, and completion record.

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