Archive invoices, file signed agreements, sort project files. 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.
Save complete client emails beside their attached documents.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
File emailed client documents in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
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.
File one combined case packet and add its link to the case.
Your case owner gets a combined PDF linked on the case, with pages in your listed order and the file stored in your shared folder.
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.