Briefing: Decision Makers

Once you've selected the right escrow solution for your business, you're ready to activate it. You can complete checkout online using a credit card or choose to pay by invoice if your agreement qualifies.

Note: You can access checkout via the pricing page, or request a personal checkout link from your Codekeeper account manager if you prefer a tailored setup.

Next, configure your account and start setting up your escrow agreement.

Note: Depending on who's involved from your side, this step can trigger additional processes like agreement customization with our legal team or due diligence reviews with our compliance officers.

If you have legal, compliance, procurement, or technical stakeholders, this is where you bring them in. We’ve created role-specific briefings to help each team understand their part and keep things moving forward. Just fill out the form below, and we’ll send the right briefings to the right people.

Note: If you don’t have a compliance officer, you can move straight to sign-up once you’ve shared the other briefings. Our in-house counsel is on hand to support anything that requires legal or compliance input.