monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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.
Check the approved case document before sending it for signature.
Your agreement goes to the right signers in the order you choose, and the case gives its owner a link to the request.
Put a photographed case page's text beside the right legal matter.
Your reviewers get text from submitted page photos beside the right cases and can spot words that need a closer look.
Prepare case data for attorney review and list excluded records.
Your review batch gets a downloadable CSV, with a count of cases left out and the missing details to fix.