Client & Agreement Info
Identify the existing client and the underlying agreement.
Amendment Type(s)
Select all that apply — an amendment can combine multiple changes (e.g. add services AND change pricing AND extend the term).
Add Services
Client is adding additional services / credentials
Pricing Change
Change pricing on existing services
Term Extension / Renewal
Extend the agreement term or renew
MTS Change
Add or change Minimum Transaction Spend
Other / Bespoke Manual
Special terms, custom carve-outs, unusual structures — flags for John to handle drafting
Amendment Details
Fill out the sections for each type of change you selected.
Review & Submit
Review below. Submitting will generate a PDF summary and a JSON data file, then prepare an email to John (cc you).