Agent library / Billing and fees / Signed agreement check
Signed agreement check
PitCrew checks that each household has a current signed agreement on file and that every discount, waiver or exclusion in your billing system has a signed document behind it.
When it runsQuarterly
Who approvesCompliance and billing
Works withDocument storage, billing system export
How it works
4 steps. A person decides at the end.
- Finds the agreementsIn each household's folder
- Picks the current oneLatest signed version and amendments
- Checks discountsAgainst signed documents
- A person approvesCompliance reviewsWhat's missing
What it reads and what it produces
Reads
- Agreements in document storage
- Billing system settings
Produces
- Households with no current agreement
- Discounts or exclusions with no document
Rules it follows
- Never assumesIf the current version is unclear, it says so.
- Read onlyIt changes nothing.
Questions firms ask
Last updated: October 2026
How long does it take to set up?
5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.
More in Billing and fees
Fee schedule validationChecks every household's fee against its signed agreement and explains each difference.Quarterly billing reconciliationReconciles fees collected against fees calculated and lists every rejected or missing debit.Cash availability analysisChecks every account has cash to cover its fee before the debit, and prepares the sell list.Fee calculation and invoicesCalculates fees from each agreement and prepares invoices and fee files for approval.Fee settings vs agreement and ADVCompares your billing system settings with the signed agreements and your Form ADV fee disclosure.
Don't see your work?
Tell us the taskWe build it with you, from data access to the first production run in 5 working days.