File signed agreements, link them to purchases, bundle finance documents. Every one is ready to run, and you can adjust it in plain language.
File signed client agreements with their audit pages in client files.
Your final agreement folder holds the signed PDF and its audit certificate, and the owner gets links to both.
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.
File each client's signed formation agreement with its signing proof.
Your signed operating or partnership agreement stays with the right company, alongside its signing certificate and links for the owner.
Add signing proof to executed client agreements.
Keep signed agreements ready for handoff, with signature certificates or audit trails beside them and a clear note when proof is missing.
Pull agreement terms into a sheet for attorney review.
Your team gets a familiar contract summary sheet when an agreement enters your shared folder, with unclear terms flagged for review.