How can I complete new consultant paperwork?

If you're hiring consultants, you can use our Hiring Products to complete consulting agreements and CIIA agreements. To get started:

1
Click Teams in the main navigation bar.
Arrow pointing to the Teams tab in the main navigation bar
2
Select the team you want to complete consultant paperwork for.
A pop-up menu with a list of different teams to select from
3
Click Overview in the sub-navigation bar to open the team overview page.
Arrow pointing to the Overview tab in the sub-navigation bar
4
Click + Consultant.
Arrow pointing to + Consultant in the section on the Overview page about consultants Note: If you haven’t yet added consultants on Clerky, click Add One under No Consultants Found.

5
Click Start Paperwork.
A pop-up menu with an arrow pointing to the option to click Start Paperwork
6
Select the template you would like to use. You can click the information icon to learn more about the template. Then click Use Template.
A pop-up menu with a list of different templates to select from
7
Click Start Document Set and then fill out the required information for the document set.
A pop-up menu with the option to click Start Document Set
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