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Save your company’s agreement details

Keep the company and signer information ready for new agreements.

For small businesses1 min readReviewed September 15, 2026

For small-business clients. These saved details prefill new agreements; existing drafts keep their edits.

Save the details

  1. Open Settings → Small business in Lawtrades Agent.
  2. Under Agreement details, review Company legal name, Business address, Signer name, and Signer title.
  3. Correct the fields, then select Save details.
  4. Look for Agreement details saved.
Open Small business settings

Use information from your profile

Select Use company profile to load the company profile values into the form. Review them and select Save details if you want to keep them.

Refresh an existing hire draft

Existing drafts keep their own edits. In the hire form, use Use saved company details to refresh that draft, then review it before continuing.

If the details will not load

Select Try again in the error message. Avoid replacing unknown saved values with guesses; contact support if loading continues to fail.

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