Archive invoices, file signed agreements, sort project files. Every one is ready to run, and you can adjust it in plain language.
Assemble case PDFs in the specified page order for review.
Your report or invoice packet is ready on the same spreadsheet row as the source PDFs, with its pages in the order you chose.
File signed agreements and certificates in the right matter folders.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Send approved case agreements to the named signers.
Your signers get the agreement to sign, and you can see the request link and sent status on the case.
Invite the named signers and leave the request link in the case file.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Send the reviewer's final client agreement for online signature.
Your client gets the agreement to sign online, and your reviewer gets a reply with the signer and request ID.
Send approved client agreements for signature and share signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send final client agreements for signature and reply with signer links.
Your signers get personal signature requests from the final agreement you email, and you get a reply with the invitation wording and their links.
File executed matter agreements and send both final links to the owner.
Your signed agreements and signing logs land together in the restricted folder you choose, and the owner gets links to both PDFs.
Join case PDFs in order and attach the packet to the task.
Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.
Place each party's fields and send approved legal agreements.
Your agreement reaches the named signers with their own fields, and you get a link showing who received it and in what order.
Prepare approved agreements for signature and record the request link.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.