The case is open in Crosstrax. Get the engagement letter signed first.

A signing step for investigation and background-screening firms who can't start billable work without a signed authorization on file.

Try free — send a sample authorization form

Where this fits

Work can't ethically or legally start on a case until the client has signed an engagement letter and, often, a background-check authorization
Clients are frequently remote or referred in urgently — waiting on a mailed or emailed signature delays intake
Every case type (infidelity, background screening, corporate due diligence) needs its own consistent engagement and authorization paperwork, not a one-off draft

Who uses this

Teams running on Crosstrax
Or anything similar — the signing step works the same regardless of which one you use

Why Docracy

Docracy is the signing step you run before a case opens in Crosstrax. Save your standard engagement letter, client intake agreement, and authorization form once as reusable templates, then send them the moment a new case comes in — by WhatsApp for a fast, phone-bound signature or by email when that's more appropriate for the client. Nothing is signed until you have consent on file, and the client never needs to create an account to give it. Every document carries a timestamped audit trail of delivery, viewing, and signature.

Engagement letter templates

Save your standard intake agreement once per case type, reuse it for every new client.

Client authorization forms

Get signed consent for background checks or investigative work before billable time starts.

WhatsApp delivery with a PIN

Phone-bound signing for clients who need to authorize work quickly, wherever they are.

Audit trail on every document

Delivery, read, and signature timestamps — a clear record that consent was obtained before work began.

There's no installed Crosstrax app or case-management sync today — this is an external signing step you send before or alongside opening a case file, not a feature inside Crosstrax itself.

Templates for this

Authorization Form

Grants a named individual specific, time-limited authority to act on someone else's behalf.

Consulting Agreement

Terms for an ongoing advisory/consultant relationship — fees, confidentiality, and ownership of recommendations.

Mutual NDA

Sign an NDA online free with this mutual non-disclosure agreement template — fill in, send, and collect signatures with no account required for up to 2 signers.

Frequently asked questions

Do the people I send documents to need a Docracy account?

No — only the sender needs an account, so document history, saved templates, and team access have somewhere to live. Whoever's signing opens a link and signs, no signup required.

Which documents can I send?

Ready-made templates for this include Authorization Form, Consulting Agreement, Mutual NDA. You can also upload your own PDF.

How much does it cost?

Free for documents with up to 2 signers. Beyond that it's a flat $10/month — never priced per seat — which also unlocks reusable templates, team accounts, and the integrations mentioned above.

How fast can someone actually sign?

Under a minute in most cases: they open the link, review the document, and sign — no account to create, no app to install. WhatsApp delivery adds a phone-bound PIN step for extra assurance when that matters.

What doesn't Docracy do here?