File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Check approved PDFs and send private signing links to the named signer.
Your signer gets a private link to sign the agreement. Your coworker gets a separate link to view the request.
Send legal reviewers each new matter file's name and link.
Your reviewers get an email when a file lands in your shared review folder, with its name and a link they can open.
Add flagged consultation emails to the calendar and send a review link.
Get calendar appointments from flagged emails when details are clear, plus a confirmation email linking to each entry for review.
Keep signed client agreements and audit pages easy to find.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
Close filing gaps by adding signed agreements to final matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Keep signed confidentiality agreements and certificates on the right matter.
Your signed confidentiality agreement and proof sit together on the right matter. Its owner gets an email showing where to find them.
Send approved client agreements and file signed copies with audit pages.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.