File signed agreements, keep order receipts, bundle handoffs. Every one is ready to run, and you can adjust it in plain language.
Place signer fields on final matter agreements.
Your final agreements reach the signers you list, and you get a reply with the invitation details in the original email thread.
Keep executed agreements and signing proof in closed matter files.
Your signed settlement and retainer agreements reach the right matter folder, with signing certificates and links for the matter owner.
Put final confidentiality agreements on the right client 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 settlement PDFs for signature and return signer links.
Your agreement reaches the intended signers, and their invitation links return to the email thread that started the request.
Send approved matter agreements for signature and return 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.