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How i agree Works:
A Step-by-Step Informed Consent Platform for Regulated Industries

i agree turns your existing contracts into a guided, interactive consent journey — delivering information in plain English, capturing voice and video confirmation, and creating a timestamped audit trail that proves every client understood what they agreed to.

We give consumers the information they need, at the right time, and presented in a way they can understand.

Step 1: How Your Team Sets Up an Informed Consent Journey

upload existing contract PDF to i agree informed consent platform
AI generates plain English summary script and key terms for informed consent
legal compliance team reviews and customises informed consent journey before sending

1. Upload Your Existing Contract or PDF

Start with your existing PDF

  • Give it a title
  • Add the recipient(s)
  • Mark the locations for seals (our version of a signature)

2. Build: AI Generates a Plain English Summary, Video Script and Key Terms 

Our system automatically generates:

  • A multi-line summary script used to create a video
  • A list o keywords worth highlighting
  • A script for the recipient to repeat aloud

3. Review and Customise Before Sending to Your Client 

Before anything is sent out, your team can:

  • Edit the generated content

  • Add context, plain-English help, or custom instructions

  • Focus the summary on areas of risk or importance

Then send it on its way
The summary video helps consumers engage with the contract using the production effect — hearing and repeating key terms to present information in a way they can understand.

Save as a Reusable Template for Recurring Agreements

You can turn this into a contract template, so future use is:

  • Faster

  • Consistent

  • Fully auditable

 Ideal for recurring agreements or regulatory processes

Step 2: How Your Client Experiences the Informed Consent Process

1. Access: The Client Receives a Secure Link to Their Agreement

The client receives a notification by email containing a secure, unique link to their agreement. No app download is required — the entire process runs in a standard browser on any device, including smartphones. The link is tied to the individual recipient, ensuring that only the intended person can access and complete the consent journey.

2. Watch: A Short Video Explains the Contract's Key Terms in Plain English

Before reading a single line of the contract, the client watches a short explainer video summarising the most important terms — fees, obligations, cancellation rights, and any key risks. Presenting information visually and audibly before the written document significantly improves comprehension and retention, particularly for clients who may find dense legal text difficult to engage with. This is the first step in ensuring the client genuinely understands what they are agreeing to, not just that they scrolled to the end.

client watching video summary of contract key terms — informed consent platform

3. Read: The Document with a Built-In Plain Language Dictionary

The full contract is presented with key legal terms highlighted and defined in plain English directly within the document. Clients do not need to open a separate tab or search externally for definitions — the explanations are embedded at the point where they are needed. Important clauses are visually distinguished so that nothing critical is buried in the body of the text. This layered approach means clients can engage at whatever level of detail suits them, from the plain English highlights through to the full legal terms.

4. Ask: Clients Submit Questions That Are Logged as Part of the Consent Record

If anything is unclear, the client can submit a question directly within the platform. That question is sent to your team to answer, and both the question and the answer are timestamped and logged as part of the consent audit trail. This is one of the most important features for regulated firms — it transforms a potential dispute trigger into a piece of supporting evidence. If a client later claims they did not understand a particular term, you can demonstrate not only that the information was presented, but that they had a specific opportunity to ask about it and received a clear answer before proceeding.

client asking questions within i agree platform — Q&A logged as part of consent audit trail

5. Speak: The Client Records Their Voice Confirmation Using the Production Effect

To confirm their understanding and agreement, the client records themselves reading a short script of the key terms. This step uses the production effect — a well-established principle in cognitive psychology showing that people remember and retain information significantly better when they say it out loud rather than read it silently. The spoken confirmation creates both a stronger memory trace of what the client agreed to and an auditable voice record that serves as evidence of informed consent. Unlike a checkbox or digital signature, this confirmation is active, personal, and difficult to dispute.

6. Verify: Biometric Identity Check Confirms the Right Person Has Consented

Once the spoken confirmation is recorded, the system performs an identity verification check — comparing the recorded video against the selfie the client provided at signup. This ensures that the person giving consent is the same person who was sent the agreement, adding a layer of protection against identity disputes. For regulated firms dealing with high-value agreements, vulnerable customers, or motor finance claims, this biometric check provides meaningful additional assurance that the consent record is both genuine and attributable to the correct individual.

client recording voice confirmation of contract terms — production effect informed consent

The Consent Audit Trail: Timestamped Evidence of Every Informed Decision

When the process is completed, we provide you with a sealed document:

One seal for the consumers that will be a link to their full audit trail
One seal from your company, showing your agreement as well
i agree consent seal — timestamped evidence of informed consent for regulated industries
full consent audit trail — every action timestamped and recorded as evidence of informed decision

The full audit trail will show not just the intent, but every component of the informed decision:

  • The video they were shown
  • The video they recorded
  • The transcription of what they said
  • Any questions they asked
  • A full audit trail showing how long they spent on each page

How i agree compares to DocuSign: Informed Consent vs E-Signature 

Feature i agree Docu­Sign
Ensures under­standing
Yes
No
Informed consent, not just signature
Yes
No
Works without traditional signature
Yes
No
 
Use video & plain language
Yes
No

How i agree Works: Frequently Asked Questions

How long does it take a client to complete the i agree consent process?

Most clients complete the full consent journey in five to ten minutes on any device, including smartphones. The process is designed to be straightforward and engaging rather than burdensome — clients watch a short video, read highlighted key terms, ask any questions, and record a brief spoken confirmation. Because the key points are presented clearly upfront, clients spend less time confused and more time confident in what they are agreeing to.

Does i agree replace my existing contracts or documents?

No. i agree works with your existing contracts and documents — you upload your current PDF and our platform builds the informed consent journey around it. Your legal terms remain unchanged. What changes is how those terms are presented to the client: with a plain English video summary, highlighted key clauses, an embedded dictionary, and a spoken confirmation step. Your contract stays intact; i agree adds the layer of understanding and evidence around it.

Is i agree legally valid in the UK?

Yes. i agree is legally valid in the UK without requiring a traditional wet or electronic signature. Under UK contract law, consent can be captured through any clear, auditable means that demonstrates intent and understanding. i agree's voice confirmation, identity verification, and timestamped audit trail create a consent record that aligns with FCA Consumer Duty requirements, SRA client care obligations, and GDPR standards for valid consent — and that holds up in the event of a dispute, complaint, or regulatory investigation.

What happens if a client has questions during the process?

Clients can submit questions directly within the i agree platform at any point during the consent journey. Each question is sent to your team to answer, and both the question and the response are timestamped and logged as part of the consent audit trail. This means that if a client later claims they did not understand a particular term, you can demonstrate not only that the information was presented clearly, but that they had a direct opportunity to ask about it and received a specific answer before proceeding.

Can i agree be integrated with my existing CRM or case management system?

Yes. i agree integrates with your existing systems via API and webhooks, meaning consent flows can be triggered automatically from your CRM, case management software, or practice management system. Audit records are stored and exportable, so your existing file management processes are not disrupted. If you have a specific integration requirement, contact us to talk through the options.

What does the audit trail include and how can I export it?

The i agree audit trail captures every action taken during the consent journey — the video the client was shown, the video they recorded, a transcription of what they said, any questions they asked and the answers they received, and a full log showing how long they spent on each section of the document. This is stored as a sealed, timestamped record tied to the individual client. When needed — for a regulatory audit, an ombudsman complaint, or a legal dispute — you can export the full audit trail as a PDF report in a few clicks, giving you clear, structured evidence of every component of the informed decision.

If you have more questions, take a look at our full FAQs page where we cover a wider range of topics in more detail. It’s a quick way to find answers and explore other subjects that might be useful to you.

Built for FCA, SRA and GDPR Regulated Firms: How i agree Supports Legal and Compliance Teams 

i agree informed consent platform built for FCA SRA and GDPR regulated firms

Our solution is built with the needs of regulated firms in mind. Our methods support:

  • Comprehension-first consent
  • Frictionless user experience
  • Data logs you can rely on
  • Built to support FCA, SRA, GDPR and fairness principles

We don’t just make contracts quicker — we make them better informed and more enforceable.