Which platform documents should be tied to the proposed configuration?
Collect the client agreement, order form, worker-facing terms relevant to the service, privacy terms, insurance evidence, sample invoice, and description of any agency or payroll partner. Record version dates and legal entity names. If sales materials conflict with the contract, request a written clarification that identifies which document controls. Avoid accepting a generic compliance packet for every service tier. The evidence should match the city, role, worker cohort, and product configuration in the proposal. Unknown subcontractors or optional payroll paths should remain open issues until the seller identifies what the order will actually use.