Paperwork signed and filed without the paper
From risk assessments to service agreements, on one participant record.
Build the forms your organisation uses, send them for signature and get reminded when they are due for review. Risk assessments, consents and service agreements are completed on any device, signed by participants, nominees or guardians, and stored against the participant.
Free for 14 days, with rostering, the support worker app, progress notes and NDIS invoicing. Set it up yourself online.
What changes for you
Agreements signed in hours, not weeks
Participants, nominees and guardians sign service agreements and consents on their own phone or computer, with no printing or posting.
Nothing lapses unnoticed
Review dates on risk assessments, consents and agreements trigger reminders, so documents are renewed before they expire.
Every form in the right place
Completed forms are stored against the participant or worker they belong to, and available as evidence for audit.
From template to signed record
- Step 1Build the template
Fields, required items and signature blocks set once.
- Step 2Send or schedule
Issued to a participant, guardian or worker, once or on a schedule.
- Step 3Completed and signed
Filled and signed on any device, with a locked copy kept.
- Step 4Reviewed on time
Reminders before the review date keep it current.
See it in the app a closer look at the screens your team uses every day.
Service agreements out the door the day you quote
Build the service agreement from the participant’s agreed supports, send it to the participant, nominee or guardian for e-signature and see when it was opened and signed. The signed agreement is locked, stored against the participant and linked to their plan and budget.
- Built from agreed supports
- Signed by participant, nominee or guardian
- Locked signed copy
- Review date and renewal reminder
What’s included
9 features
- Form builderDrag-and-drop builder with text, choice, date, signature, photo and table fields, plus required fields and conditional sections.
- Risk assessmentsParticipant, home and activity risk assessments with ratings, controls and review dates, linked to the risk register.
- Consent formsConsent to share information, photos, medication administration and more, recorded with who gave consent and when.
- Service agreementsService agreements built from the participant’s supports and prices, ready to send for signature.
- E-signaturesSignatures captured on screen or by email link, with the time, signer and a locked copy of what was signed.
- Participant and guardian signingSend to the participant, nominee or guardian, or have them sign in person on a worker’s tablet or phone.
- Form schedulingSchedule recurring forms such as monthly house checks or quarterly reviews, assigned to a role or worker.
- Review remindersReminders before a form’s review date, and a report of overdue reviews by participant and house.
- Axis AI form draftingSoonAxis AI will turn your existing paper or Word forms into draft templates for you to check and publish.
Works with the rest of CompanionAxis
Service agreements are built from accepted quotes, with the same supports and prices.
Explore Quotes and service agreements →Every completed form is stored on the participant record it belongs to.
Explore Participant records →Risk assessments feed the risk register and signed forms are linked as audit evidence.
Explore Compliance hub →Questions buyers ask
Can we recreate our existing forms?
Yes. Build them in the form builder with the same sections and fields, add required items and signature blocks, and publish them to the right roles.
Are e-signatures valid for service agreements?
Each signature is recorded with the signer, time and a locked copy of the document. Check with your own legal adviser for any agreement with specific signing requirements.
Can a guardian sign for a participant?
Yes. Send the form to the participant’s nominee or guardian, or have them sign in person, and the signer’s role is recorded on the form.