E-sign · Contract lifecycle · Australia & New Zealand

Enterprise contract lifecycle management. An Australia & New Zealand price.

SignMe is e-sign, client CRM, and contract lifecycle management built into the Incendio suite — prepare documents, route signatures across trustees and companies, extract key terms out of the contracts you already have, and keep a sealed execution copy with a Certificate of Completion. No per-envelope tax, and no separate CLM SKU.

See the contract lifecycle See what's included

Already an Incendio practice? Open the document vault →

Available today inside Incendio. E-sign, the document vault, Word merge, and workflows already run in the Incendio CRM, vault, and client portal. The full SignMe CRM, entity-aware signatory routing, clause governance, and legacy contract intelligence shown below are in active build for the standalone SignMe tenancy — each section is marked as we get there.

Included for Free with any Incendio Adviser Plan

How a contract runs through SignMe

The SignMe Contract Lifecycle

Intake, drafting, approval, the drag-and-drop workflow builder, signing, and the sealed execution copy — one interactive walkthrough, reviewed honestly, capability by capability, against the enterprise CLM platforms. Every claim in it is checked against the code, and the gaps are named.

Open the interactive walkthrough

Seventeen slides · live workflow captures · keyboard arrows · light and dark

E-sign, built in

Process e-signature under New Zealand's Contract and Commercial Law Act 2017 Part 4 and Australia's Electronic Transactions Act 1999 (plus state equivalents) — not a licence from any e-signature vendor, and not a government ID credential.

Place fields on the PDF Drag, resize, and label signature boxes on any page. Optional date stamp. Save the layout and reuse it on the next pack.
Template markers Put {{signature:signerN}} in a Word template. Finalise to PDF and the fields land automatically.
Who signs Up to five slots — primary client, spouse, trustees, other invitees, and the adviser. Parallel signers, not a serial route.
Invite without a CRM record Trustees and other parties get a link or QR. Email is optional. No portal account required for invitees.
Draw, type, upload, or phone-scan Presets for any method, no typed names, or paper ink required. QR phone-scan captures a wet-ink photo onto the desktop session.
Saved adviser signature Upload once on the profile. Adviser fields can stamp automatically when you place or apply them.
Acceptance as well as ink Accept, decline, or request changes — with or without page stamps. Decline and amend can create a follow-up task.
Review, reject, reset Reject one field, ask them to re-sign, or reset the whole client action. Sealed copies void if you reopen the pack.
Client portal The primary client signs from a magic-link portal. You control visibility. Action history stays on the file.
Building now · standalone SignMe tenancy

A CRM built around the contract, not the inbox

Every entity, every party, every document, and every signature on one file — so a shared inbox or a spreadsheet of renewal dates stops being the system of record.

Entity & relationship graph Individuals, joint parties, trusts, companies, and estates — mapped to who is related to whom, and who has authority to act for each one.
Matter & deal pipeline Track a contract from draft to signed to renewed, with stages, owners, and a due date on every step.
One timeline per client Calls, emails, meetings, document sends, and signature events — one chronological record per client or entity file.
Segments, tags & custom fields Slice the book by product, risk tier, renewal month, or anything else your practice tracks.
Team & permissions Role-based access across advisers, paralegals, and admin — see only the files and entities you are allowed to.
Renewal & review reminders Automatic nudges before a contract lapses, an authority expires, or a scheduled review falls due.

CLM, not just envelopes

Contract lifecycle management is the vault, the templates, the merge, and the journey — not a separate product you bolt on after signing.

Document vault Upload (including bulk), categories, dates and expiry, client visibility, superseded chain, and SHA-256 on every file.
Word templates & merge Firm or platform .docx templates, placeholder scan, merge-field defaults, and a snippet library.
SOA composer Section markers, advice cases (draft → ready → finalised), and merge values that stay with the matter.
Generate → draft → finalise Merge in the journey, save the draft to the vault, then Finalise to Word + PDF — and send for signature in the same step.
Workflows & stages Document artefacts on a journey. Portal flags for acceptance or signature. Optional blocking stage gate until signing is done.
Versioning & audit Original bytes are never overwritten. Action history records send, sign, reject, and reset. Plan and document versions stay on the client.
Building now · governance layer on top of the vault

Draft with control, not just a shared folder

Clause libraries, redlines, and approval gates so a contract does not go out for signature until the right person has seen it.

Clause library Approved clause variants by matter type, kept current from one place instead of copy-pasted between templates.
Redline & version compare See exactly what a counterparty changed, side by side against the version you sent.
Approval workflows Route a draft through legal, compliance, or a principal for sign-off before Finalise & send unlocks.
Playbook checks Flag terms outside your standard position — value thresholds, liability caps, non-standard indemnities — before it leaves the building.
Live obligation tracking Renewal dates, break clauses, and milestone payments tracked from execution, not rediscovered at the next review.
Full audit trail Every draft, redline, approval, and re-send stays on the matter — who changed what, and when.
Building now · extends today's five-signer routing

Signing chains as complicated as the real world

Trusts, companies, and joint parties do not sign like a single client. SignMe's signatory layer is built to model who actually has authority — not just who has an email address.

Signing authority matrix Define the rule per entity — sole trustee, all trustees, any two directors, director and secretary, or a nominated authorised signatory.
Corporate signatories NZBN or ABN lookup, registered company name, and a director / secretary attestation block instead of a generic signature box.
Trustee packs Independent trustees, corporate trustees, and beneficiary consents each get their own routing rule inside the same pack.
Serial, parallel & conditional routing Sign in order, sign together, or hold the next signer until a condition clears — payment received, ID verified, an earlier party has signed.
Delegates, POA & witnesses Capture "signs on behalf of," a power of attorney reference, and a witness field where your process requires one.
Entity-aware certificate The Certificate of Completion records the entity, the signatory's authority, and the capacity they signed in — not just a name and a timestamp.
Building now · the legacy contract on-ramp

Turn a filing cabinet into a searchable register

Bring your existing contracts in — however old, however scanned — and get a metrics-driven register out, not just a pile of PDFs with better folder names.

Bulk ingest & OCR Drop in a folder of legacy PDFs, scans, or photographed pages. OCR and layout detection run automatically on intake.
Key metric extraction Parties, effective and expiry dates, renewal terms, notice periods, value or consideration, and governing law — pulled from the document, not retyped.
Risk & clause flagging Auto-flag missing signatures, lapsed terms, unusual indemnities, or clauses that fall outside your playbook.
Obligation register Every extracted date and obligation becomes a tracked task with an owner and a reminder — not a fact buried on page 14.
Confidence scoring & human review Every extracted field carries a confidence score. Low-confidence fields queue for a quick human check instead of being silently trusted.
Portfolio analytics Total contracts under management, value, upcoming renewals, and expired-but-still-active — sliced by entity, type, or adviser.

Three ways to collect a signature

Pick the path that matches the document. All three finish on the same vault record.

Path 1 · Preferred

Journey + template markers

Generate from a client journey. When the template already has signature markers, Finalise & send for signature places the fields for you.

Path 2 · Ad-hoc

Upload a PDF and place boxes

Set who signs, drag fields onto the page, save a reusable layout, then send. Invitees get a link or QR.

Path 3 · Light

Accept and sign — no page stamps

Portal accept / decline / request changes, plus one signature image when you need a recorded yes without PDF coordinates.

Why not just buy an enterprise CLM platform?

If you only need e-signature envelopes, the big brands work. If you need a real contract lifecycle — CRM, entity-aware signing, and extraction from the contracts you already have — paying US enterprise CLM pricing for an Australia or New Zealand practice is the expensive part.

SignMe
  • CRM, e-sign, and CLM on the same client file — no separate seat for the contract system
  • Entity-aware signing for trusts, companies, and joint parties, not just individuals
  • Legacy contract extraction turns old PDFs into a searchable, metrics-driven register
  • AU and NZ hosted, AU and NZ legal framing, AU and NZ support
  • Priced as a product, not a per-envelope meter or a per-module CLM add-on
  • Invite by link or QR — trustees do not need a seat
Typical envelope + CLM tools
  • Signing sits outside your CRM and document store
  • CLM, entity-aware routing, and AI extraction are separate (and dearer) SKUs
  • US-centric identity and billing
  • Cost climbs with every pack, seat, and contract volume tier
  • You still re-file the signed PDF back into the client record

Available today: e-sign, the document vault, Word merge, and workflows. In build: the CRM, signing-authority matrix, clause library and redlining, approval workflows, and legacy contract extraction shown above — and not claimed anywhere on this page: qualified e-sign, or in-PDF data fields (initials, checkboxes, calculations).

Who SignMe is for

Starting with advice practices. The same engine can serve any AU or NZ team that needs cheaper e-sign plus a real document file.

Advice firms

Authorities, SOAs, and review letters already live in Incendio. SignMe is that layer — generate, share, sign, and file without a second vendor.

Incendio for advisers →

Everyone else

Standalone SignMe tenancy is the carve-out. If you want e-sign and CLM without the advice suite, register interest and we will put you on the list.

Register interest →

One company. A growing suite.

Incendio Trading Limited builds software for Australia and New Zealand advice and household planning — and now for signing and contract lifecycle.

Incendio Adviser platform, CRM, and practice workspace
RetireMe NZ retirement modelling
InsureMe Insurance planning module
WealthMe Investment and wealth planning
SignMe E-sign, CRM, and CLM

Ready to stop paying per envelope?

Use SignMe inside Incendio today, or tell us you want a standalone tenancy. Either way, the document stays on the file.

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