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:

Click Teams in the main navigation bar.
Arrow pointing to the Teams tab in the main navigation bar
Select the team you want to complete consultant paperwork for.
A pop-up menu with a list of different teams to select from
Click Overview in the sub-navigation bar to open the team overview page.
Arrow pointing to the Overview tab in the sub-navigation bar
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.

Click Start Paperwork.
A pop-up menu with an arrow pointing to the option to click Start Paperwork
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
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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