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.