Does Mezdoc give legal or tax advice?

No. Mezdoc fills and assembles the documents your firm writes and approves. Which clauses apply and what a client needs stays your professional judgement, written as the rules in your template.

Does Mezdoc file 1099s with the IRS?

No. Mezdoc fills the 1099 and W-9 PDFs from your data. Filing with the IRS and the states stays with you.

Can clients sign engagement letters on a phone?

Yes. Send a link that opens in any browser with no account. The client signs by drawing, typing or uploading a signature, and the signed PDF comes back with the signing record Mezdoc captured, including when it was signed.

What happens to letters when we change our standard terms?

Publish the new wording as a new version. Letters already sent keep rendering from the version that made them, and every earlier version stays restorable.

tax and legal

Clauses that change with the client.

Engagement letters and agreements written once, with conditions that choose the clauses for each matter. Year-end 1099s and W-9s filled in bulk. Every version kept.

Start free See smart documents

Engagement letter

template v7

This letter confirms that Alder & Finch LLP will represent Harbor Point LLC in its contract dispute with a supplier.

IF matter.type == "litigation"

You agree to preserve all documents relevant to the dispute, including electronic records.

Fees: hourly, with a retainer of $15,000.

Engagement letter

template v7

This letter confirms that Alder & Finch LLP will represent Northgate Parts Co. in the purchase of a warehouse property.

ELSE IF matter.type == "transactional"

Our work ends at closing unless we agree otherwise in writing.

Fees: a fixed fee of $8,500.

Two kinds of paperwork, one engine.

Letters that change shape with the client, and standard forms that must stay exactly as issued.

smart documents

Letters and agreements

Written once in a Word-style editor, or imported from Word. Conditions choose the clauses, and loops fill fee schedules and entity lists.

Engagement letters
Client agreements and MSAs
Operating agreements
Board resolutions
Tax organizers
Filing cover letters

fillable PDFs

Government and standard forms

Upload the PDF and Mezdoc reads its form fields. SSN and EIN fields check their format, and one call fills one form.

1099-NEC
1099-MISC
W-9
State tax forms
Invoices and statements

January, in bulk.

One call per contractor fills each 1099-NEC from your payment data. Idempotency keys make a retried batch safe, and a signed webhook reports each PDF as it finishes.

POST /api/v1/templates/form_1099_nec/render

curl -X POST "https://api.mezdoc.com/api/v1/templates/form_1099_nec/render?async=true" \
  -H "Authorization: Bearer $MEZDOC_API_KEY" \
  -d '{ "data": { "payer_tin": "12-3456789", "recipient_name": "Lee Contracting LLC", "box_1": 24650 }, "idempotency_key": "1099-2026-lee" }'

Questions from firms.

Does Mezdoc give legal or tax advice?: No. Mezdoc fills and assembles the documents your firm writes and approves. Which clauses apply and what a client needs stays your professional judgement, written as the rules in your template.
Does Mezdoc file 1099s with the IRS?: No. Mezdoc fills the 1099 and W-9 PDFs from your data. Filing with the IRS and the states stays with you.
Can clients sign engagement letters on a phone?: Yes. Send a link that opens in any browser with no account. The client signs by drawing, typing or uploading a signature, and the signed PDF comes back with the signing record Mezdoc captured, including when it was signed.
What happens to letters when we change our standard terms?: Publish the new wording as a new version. Letters already sent keep rendering from the version that made them, and every earlier version stays restorable.

Bring your standard engagement letter.

Import it from Word, mark the clauses that change, and send your first client a link.

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