How to create and send a contract with Claude

What you need

• Claude on the web, desktop or Claude Code.
• A Pledge account. Claude works as you, with the permissions your role has, in the workspace you pick.
• At least one template. A consulting agreement, an NDA or an engagement letter. Claude drafts from these, so the legal text stays yours.

Step 1: Connect Pledge to Claude

In Claude, open Settings, then Connectors, and add Pledge, either from the connector directory or as a custom connector with the server address from Pledge's agent guide. In Claude Code, install the plugin instead:

claude plugin install pledge@pledge

Claude opens Pledge's connect page. Sign in, pick the workspace, choose whether Claude may only read or also write, and press Allow. You can disconnect it any time in Pledge under Settings, then Agents.

Step 2: Ask for the contract

Write what you need the way you'd say it to a colleague:

Make a consulting agreement for Acme, 40 hours a month at 120 an hour, starting 1 December. Send it to Jane Smith when it's ready.

You don't need to name the template or every field. Claude looks up the client, picks the right template, and asks for what's missing, such as the end date or the notice period.

Step 3: Check and edit it in the chat

The contract appears in the chat as a document. You can:

• Edit the text directly, like in a document editor
• Click a field, such as the price or start date, to fill it in
• Select a sentence and ask for changes, for example "make this clause mutual"
• Choose who signs, on your side and the client's

Every change is saved to the draft in Pledge as you go.

Step 4: Send it for signature

Press Send in the card, or tell Claude to send it. Claude never sends on its own: sending locks the contract and emails the signers, so it only happens when you say so. The client gets a link, reads the contract and signs.

Step 5: Follow it up from the chat

Once it's out, you can ask:

• "Has Acme signed yet?"
• "Which contracts are still waiting for a signature?"
• "Which contracts end in the next three months?"

When everyone has signed, Pledge stores the final PDF with a certificate of completion, and the contract shows up as signed in your workspace.

Tips for better drafts

• Keep templates tidy. Clear fields for client, price and dates make Claude's drafts better than any prompt can. See why your agent should draft from your templates.
• Say what's unusual. "Same as last time, but with a 60-day notice period" is a perfectly good prompt.
• Read before you send. The agent is fast, but you're the one signing off.