Your First Deal Memo

TL;DR — Open the Deals tab, pick a team member, fill in terms, and send for signature — your first contract is ready in minutes.

The Unpapered Crew List

When you open the Deals tab, the first thing you’ll see is a list of team members who don’t have a deal memo yet — the “unpapered” crew. This makes it easy to spot who still needs a contract.

The 4-Step Builder

Click New Deal Memo (or pick a crew member from the unpapered list) to launch the builder wizard. It walks you through four steps:

1 Member — Select the team member this deal is for.
2 Terms — Fill in compensation, schedule, working conditions, and credit details.
3 Clauses — Toggle and customize the contract clauses that apply to this deal.
4 Preview — Review everything before saving.

Status Lifecycle

Every deal memo moves through four statuses:

Draft — Created but not yet sent. You can still edit terms and clauses freely.
Sent — Emailed to the crew member with a unique signing link.
Signed — The crew member has reviewed and signed. Waiting for the producer to countersign.
Countersigned — Fully executed. Both signatures are on file.

Quick Walkthrough

1 Open the Deals tab and click a crew member from the unpapered list.
2 Fill in their rate, dates, and credit title.
3 Review the auto-selected clauses, toggle any extras on or off.
4 Preview the memo, then click Save.
5 Click Send to email the signing link to the crew member.