Opus Engagement Builder

1 MSA

2 Role Order

Customer incomplete

▼

Company Name *

First Name *

Last Name *

Title

Email *

Legal Details (optional)

Defaults to company name if left blank ▼

Legal Entity Name

Entity Type & State

Address

Nothing is collected at MSA. The client just signs the master agreement. Pricing comes on the Role Order.

The MSA rides along with the Role Order in one signing link ("Include MSA" is on by default on the next step).

Roles

Engagement Details

Schedule

Billing email (if different)

Investment

$0/mo Billed monthly on the 1st. Renews automatically after the initial term of .

Deposit due at signing $500

Engagement Summary

Company

Roles

Contact —

Initial term 3 months, then renews monthly

Monthly total (all roles) $0/mo

Due at signing $500

Include MSA too (first engagement, MSA not sent yet) Create without emailing (save as draft)

Step 3 · SOW — when they hire

Client

Statement of Work

Role *

Talent Name *

Confirmed Monthly Fee *

Start Date *

Deposit already paid ($)

Special Terms (optional)

Schedule

Initial Term

3 Months

6 Months

12 Months

Billing Plan

Monthly

/mo

Billed monthly on the 1st

Prepay 6 Months

/mo effective

SAVE 4%

6 months collected at signing

Prepay 12 Months

/mo effective

SAVE 8%

12 months collected at signing

Due at Signing

Statement of Work

Pick a client and fill the form

Effective monthly rate —

Prorated first month —

Prepaid months —

Deposit credit —

Total due at signing —

Create without emailing (save as draft)