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File Signed Agreements
File signed settlements and retainers with their signing certificates
Use this Agent instantly or customize it - no programming needed
- Daily check timeDaily check time
Your chosen daily time starts the check for closed matters awaiting agreement filing.
- Closed matter rowsClosed matter rows
Your matter rows identify pending agreements, their envelopes, owners, and final folders.
- Signing envelope detailsSigning envelope details
Your signing envelope shows whether signing finished and which matter and agreement it covers.
- Executed agreement PDFExecuted agreement PDF
Your executed agreement is the signed settlement or retainer from the matched envelope.
- Certificate of CompletionCertificate of Completion
Your Certificate of Completion provides signing evidence for the matched envelope.
- Existing final filesExisting final files
Your final folder shows whether either PDF from this envelope is already filed.
Your matter management workspace keeps closed matter rows and final folders together for filing and sharing.
Your electronic signature tool holds completed envelopes, executed agreements, and signing certificates.
- Needs review statusNeeds review status
Your matter row names the missing detail or envelope issue that needs your attention.
- Needs review statusNeeds review status
Your matter row names the missing detail or envelope issue that needs your attention.
- Signed agreement PDFSigned agreement PDF
Your final folder holds the executed agreement under its matter and envelope IDs.
- Signing certificate PDFSigning certificate PDF
Your final folder holds the Certificate of Completion beside the signed agreement.
- Owner sharing invitationOwner sharing invitation
Your matter owner receives a read-only folder invitation with links to both PDFs.
- Filed matter rowFiled matter row
Your matter row records both file links and shows Filed after the invitation succeeds.
This Agent checks closed matters each morning for agreements awaiting filing. It matches completed envelopes and files the signed agreement with its certificate. The matter owner receives links to both.
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Google DriveUsed as:
- Matter management workspace
Google Drive keeps closed matter rows and final folders together for filing and sharing.
- Electronic signature tool
Google Drive holds completed envelopes, executed agreements, and signing certificates.
monday.comUsed as:
- Electronic signature tool
monday.com holds completed envelopes, executed agreements, and signing certificates.
ZoomUsed as:
- Matter management workspace
Zoom keeps closed matter rows and final folders together for filing and sharing.
Google ContactsUsed as:
- Matter management workspace
Google Contacts keeps closed matter rows and final folders together for filing and sharing.
- Electronic signature tool
Google Contacts holds completed envelopes, executed agreements, and signing certificates.
BoxUsed as:
- Electronic signature tool
Box holds completed envelopes, executed agreements, and signing certificates.
Made for your industry
File Signed Agreements is made for businesses in these industries.
- Legal Services
File signed settlements and retainers with their closed client matters.
Show all Agents for the Legal Services industry
Made for your role
File Signed Agreements is made for people in these roles.
- Legal Administrator
Close filing gaps by adding signed agreements to final matter files.
Show all Agents for the Legal Administrator role - Paralegal
Keep executed agreements and signing proof in closed matter files.
Show all Agents for the Paralegal role - Legal Assistant
File signed agreements and certificates in the right matter folders.
Show all Agents for the Legal Assistant role - Attorney
Send matter owners links to signed agreements and signing proof.
Show all Agents for the Attorney role - Case Coordinator
Match signed agreements to matter numbers before final filing.
Show all Agents for the Case Coordinator role
Made for your department
File Signed Agreements is made for people in these departments.
- Legal
File executed agreements and signing evidence under the correct matter.
Show all Agents for the Legal department - Records Management
Keep signed agreements and certificates in final matter files.
Show all Agents for the Records Management department - Case Management
Match completed signing envelopes to closed matters for final filing.
Show all Agents for the Case Management department
How File Signed Agreements works
5 steps, in order, on every run.
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Find matters awaiting filingFind closed matters with a pending settlement or retainer agreement. Flag missing matter details for review.
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Match completed agreementsCheck each envelope's completion, matter number, and agreement type. Flag missing or mismatched details for review.
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File the agreement and certificateDownload both PDFs and file them in the matter's final folder. Skip copies already there for that envelope.
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Share links with the ownerSend a read-only folder invitation with direct links to both PDFs. Retry a failed notice on the next run.
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Mark the matter filedRecord both links and mark the matter Filed after the invitation succeeds. Leave the matter pending if sharing fails.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Zoom.
5 tools
- Choose a daily check time and a matter list with matter number, close status, agreement type, signing envelope ID, owner email, final folder ID, and filing status columns.
- Require the matter number as a custom field on each settlement or retainer signing envelope, and record its envelope ID on the corresponding matter row.
- Give the Agent access to the signing account, the matter list, and the final files folders; choose filenames that include the matter number and envelope ID.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File Signed Agreements:
Add the matter number to each signing envelope and store its envelope ID on the matter row. You also choose filenames that include both.
The Agent leaves the final folder untouched and marks the matter Needs review. Your team can resolve the missing or mismatched detail.
The matter stays pending. On the next daily check, the Agent retries only the missing file or invitation.
The matter owner receives a read-only folder invitation with both links. You provide their email and final folder in the matter list.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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