Documents
Every agreement and file shared with partners.
Coastal Research
Agreements and documents
| Document | Type | Shared by | Date | Status | |
|---|---|---|---|---|---|
| Partner integration agreement | Contract | Case Lab | Sep 14, 2026 | Signed | |
| Fee schedule, 5 percent of integration revenue | Fee agreement | Case Lab | Sep 14, 2026 | Active | |
| Business associate agreement | Compliance | Coastal Research | Sep 20, 2026 | Signed | |
| Security and compliance overview | Compliance | Coastal Research | Oct 1, 2026 | Current | |
| Certificate of insurance | Insurance | Coastal Research | Sep 22, 2026 | Current | |
| Integration technical spec v1.2 | Technical | Case Lab | Oct 3, 2026 | Current |
Visible to Case Lab and Coastal Research. Sample documents are generated for review.
Records retrieval prospect
Agreements and documents
| Document | Type | Shared by | Date | Status | |
|---|---|---|---|---|---|
| Partner integration agreement, draft | Contract | Case Lab | Oct 2, 2026 | Awaiting signature |
Visible to Case Lab and Records retrieval prospect. Sample documents are generated for review.
Legal AI prospect
Agreements and documents
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Visible to Case Lab and Legal AI prospect. Sample documents are generated for review.