SuperSign / Field guides
Resources for service teams
Clearer proposals, document handoffs and review workflows start with a better process. Explore practical guides your team can adapt to its own work.
These articles are editorial checklists, not legal advice or a description of SuperSign product features.
Read and adapt
Field guides
Proposal acceptance and a signed SOW: a practical handoff checklistMap the people, scope version and next step before a service project begins.
Service Agreements and SOWs: A Document Checklist for Service FirmsKeep proposals, SOWs, changes and handoff records connected without starting from a giant template library.
How to Use AI to Review a Proposal Without Losing the RedlineA practical method for using AI to spot proposal changes while keeping the original text, reviewer decisions, and client commitments visible.
Turn a Messy Client Brief Into Better Scope Questions With AIUse AI to organize an incoming brief, expose unanswered questions, and prepare a service scope without inventing client requirements.
Review an AI-Prepared Document Before Sending It for SignatureAn agent can organize a signature packet, but the recipient, final version and send decision need a clear human checkpoint.
Before You Put a Client Document Into an AI Tool, Ask These QuestionsA privacy-conscious intake checklist for teams considering AI summaries, extraction, or drafting from client materials.
A Cross-Functional AI Agent Needs a Handoff Map, Not Just a PromptA practical way for US teams to coordinate sales, operations, finance, and document preparation without losing ownership of decisions.
Human Approval Before Sending AI-Prepared DocumentsHow to place meaningful review before an AI-assisted document workflow takes an externally visible action.
Choosing Tools for an AI Document Agent: Begin with the Smallest JobA workflow-first method for selecting agent tools without granting every integration broad access to documents and actions.
OCR Before Routing: Treat Extracted Fields as SuggestionsA practical review pattern for names, dates, and other fields read from scanned documents before they drive downstream work.
A Version-Control Habit for Documents Edited With AIA simple approach to naming, comparing, and freezing working drafts when both people and AI tools contribute edits.
Use AI to Prepare a Scope Change ReviewCompare a new request with the agreed working scope, document the gap, and let people decide how the project should change.
Who Did That? Agent Identity and Approval Trails for Document WorkSeparate an agent’s actions from a person’s decisions when multiple systems participate in a document workflow.
AI Vendor Handoffs: Check Inputs, Returns, and ExceptionsMap what a document-processing vendor receives, what it returns, and who resolves missing data or failed handoffs.