Track signatures, chase overdue agreements, file signed copies. Every one is ready to run, and you can adjust it in plain language.
Give flagged client emails a task for tomorrow with the next action.
See your next steps in the flagged-email task list, with action notes and due dates for tomorrow.
Send matter owners links to signed agreements and signing proof.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Give attorneys a matter link to signed agreements and signing proof.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Send the approved client agreement and keep its signature request in view.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.