Briefing: Legal Advisors

To set up your escrow agreement, you'll need to provide the legal context, select either a standard or custom agreement template, and identify your preferred jurisdiction. Your agreement structure (bipartite or tripartite) will already be in place at this stage.

Note: The agreement setup process is fully guided in the Codekeeper platform, with clear instructions for selecting terms, assigning roles, and defining contexts.

Once our legal experts have generated your software escrow agreement based on the context you provided, you can review it and request any edits.

Note: You can add custom release terms directly in the platform or download the draft as a Word/PDF file for markup. Our legal team will review all changes and ensure they work within the escrow framework.

Note: For bipartite agreements, only your team needs to approve. For tripartite agreements, both parties must log in and approve the agreement before signatures can be triggered.

As soon as all relevant parties have approved the escrow agreement, the platform generates and sends out electronic signature requests automatically. Your escrow only opens for deposits once we've collected all required signatures.