Sign it here, or bring one already signed. Either way Termn carries the deal to settled and keeps the evidence.
Estate planning firm? The funding audit counts your whole book, client by client: every asset confirmed, in motion, or never started.
Signature tools stop there. The risky part comes after: money moves, stock changes hands, deeds get recorded. Termn runs that part, and it never confuses a claim with a confirmation.
Everyone signs and approves from one secure link. No accounts, no app.
The asset changes hands: a wire against instructions sealed until the signatures are in, or a card or bank payment taken on the page.
Evidence from the receiving side confirms it, and Termn writes the settlement record.
| The fact | Who asserts it | What it’s worth |
|---|---|---|
| “I sent it” | The sender | A claim. Recorded and timestamped, always labeled as the sender’s claim. Never treated as receipt. |
| “It arrived” | The receiving bank | Evidence. A statement or confirmation from the receiving institution, filed immutably against the agreement. |
| “It’s the right money” | An authorized person on the receiving side | Confirmation. A person with authority matches the evidence to the expectation and settles the payment. |
Participants never need accounts · Termn never holds funds · Your first workspace is free
Every deal has one person who ends up responsible for the follow-through. At a firm it’s usually the paralegal. At a startup it’s usually the founder. Termn is for that person.
Run the closing from one checklist. Wire instructions stay sealed until the signatures are in, and every piece of evidence files itself against the agreement, where the whole team can find it.
Close a round without babysitting it. Each investor gets one link, and the round dashboard never confuses a promised wire with money in the bank.
Templates set them up for common deals. The document your counsel already approved runs them just as well.
For whoever is responsible for getting it done, at a firm or on their own.
Then Termn writes the settlement record: who signed, what moved, and what proved it. Anything the agreement still owes stays in view, like a loan’s installments or a SAFE’s conversion.
Arrange the steps yourself, in whatever order the deal needs: sign, then transfer the stock, then release the payment once that transfer is confirmed.
| The agreement | What moves | What’s proved |
|---|---|---|
| SAFE financing | The investor’s funds now; stock when the SAFE converts. | Each wire confirmed against the bank, and the SAFE tracked as outstanding until the shares are confirmed issued. |
| Trust funding | Assets into the trust: stock retitled, a quitclaim deed recorded, account beneficiaries designated. | The transfer agent’s confirmation, the county’s recording stamp, the institution’s letter. Asset by asset, until the trust is funded. |
| Sign & fund | One payment between two signers: a bridge loan, a purchase, a settlement. | Receiving-bank evidence, confirmed by someone with authority to say the money arrived. |
| Client SOW & deposit | The deposit or retainer, paid in the same sitting as the signature. | The payment cleared before work begins. “Signed” is never mistaken for “funded.” |
| Personal loan | Funds out to the borrower; one payoff later, when the note is called or the estate settles. | The note tracked as outstanding for as long as it takes, then the payoff reconciled or the forgiveness recorded. |
| Bill of sale | The buyer’s money first, then the car, the painting, or the equipment. | The money confirmed against the seller’s bank before the handover is due, then the new title record or the buyer’s signed receipt. |
| Proceeds watch | Money owed under an agreement signed somewhere else: sale proceeds, an escrow release, an earnout. | The executed documents on file, then the wire reconciled against your own bank evidence when it lands. |
| Your document | Whatever it promises: money, ownership, an asset, a deliverable. | The same three steps, ending in the same settlement record. |
The other side rarely says no. They go quiet. Termn keeps the next action in front of whoever owes it and keeps asking, so you don’t have to be the one who nags.
For seven days after you send an agreement, Termn follows up by email with whoever’s turn it is. Plain language, their secure link, and enough space between messages that nobody feels hounded.
A named completion specialist takes over the follow-up for one workspace and keeps going, by email and logged phone call, with no cap on attempts or hours, until the outcome you named is reached or there’s a definite reason to stop.
We never promise that someone else will sign, approve, or pay. We promise to keep asking.
| Day 1 | Email: introduction sent, signing link re-sent to the investor |
| Day 3 | Phone: spoke with the investor’s assistant, call back Thursday |
| Day 5 | Phone: reached the investor, wire promised for Friday |
| Day 8 | Reconciled: receiving-bank evidence confirmed by the founder |
A demonstration, not a customer record.
Not a trial, not a preview, not a draft you can’t send. One person gets one live workspace with every agreement they need inside it: sent for real, signed for real, paid for real, recorded for real. No card, no clock, no feature held back.
A workspace is one matter — one client’s whole funding, one round, one sale — with unlimited agreements inside it. More are $149 each, once, and bringing in a second person is the one thing that needs a subscription. See all pricing.
We’d rather you know this up front.
There’s no account and nothing to pay. If you’ve lost the email, we’ll send a fresh link to everything ever sent to your address, including copies of what you already signed.
Your first workspace is free: one live workspace, unlimited agreements inside it, no card.
Close your first deal freeRather talk it through first? Contact us at sales@termn.ai.