When a client opens their consent link, they go through a short, guided flow:
- A quick safety check — they're asked for a physical address and an emergency contact (name + phone). Both are optional; they can decline either.
- A greeting tailored to who's signing — a guardian sees "Signing as parent or legal guardian of {minor}," while a client signing for themselves sees "Welcome, {name}."
- A guided checklist for each form: Read the document → Type their full legal name → check I agree → Sign. Steps tick off as they go.
- A confirmation — "All documents signed" — once everything is complete, plus a confirmation email.
You can preview this yourself by opening any consent link you've issued.