How i agree Works: Informed Consent Platform for Law Firms and Financial Services
Learn how i agree uses voice consent to achieve informed consent. Our step-by-step guide explains how it works to improve consumer understanding and trust
How i agree Works:
A Step-by-Step Informed Consent Platform
for Regulated Industries
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
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.
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.
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.
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
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 | 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.
Is i agree legally valid in the UK?
Yes.
What happens if a client has questions during the process?
Clients can submit questions directly within the
Can i agree be integrated with my existing CRM or case management system?
Yes.
What does the audit trail include and how can I export it?
The
Built for FCA, SRA and GDPR Regulated Firms: How i agree Supports Legal and Compliance Teams
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.