eSignature

Sign the retainer before they hang up.

Send, sign, and return documents without leaving the system — no second app for your client to download, no separate vendor queue to check. Signed copies come straight back to the file.

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Signature Requests 4 requests · 3 matters New request

All Outstanding Expired Completed

Retainer_Agreement.pdfCalloway, Reese - DOL 11/23/25 Signers: 1 · client Expires May 2 0/1 signed outstanding

HIPAA_Authorization.pdfCalloway, Reese - DOL 11/23/25 Signers: 1 · client Expires May 2 1/1 signed completed

Medical_Release_Form.pdfIbarra, Luz - DOL 10/02/25 Signers: 2 · client, guardian Expires Apr 28 1/2 signed outstanding

Fee_Agreement_signed_.pdfDraper, Miles - DOL 01/12/26 Signers: 1 · client Completed Apr 3 1/1 signed completed

Signatures live where the case lives

Retainers, authorizations, releases, and fee agreements — sent from the matter, tracked in one queue, returned to the file.

Same-day signing

Retainers signed same-day get signed. No second app to download, no account for the client to create — a link, a signature, done.

One firm-wide queue

Every outstanding signature in the firm on one screen — with per-signer status, expiration dates, and signing progress. The same queue scopes to a single matter.

Back on the file

Signed documents return to the matter automatically, marked as signed. Templates can be designated for e-signature so the whole loop starts from the record.

In Practice

The paperwork that can't wait.

The documents that start a case are the ones a client signs in the first hour — and the ones that stall it are the authorizations nobody chased. Both live in the same queue now.

Retainers and fee agreements Signed while intake is still on the phone.

Authorizations and releases The forms record requests wait on, tracked with expirations.

Multiple signers Each signer tracked individually — type, status, email, phone.

Retainer_Agreement.pdf Sent 2:14 PM · signed 2:31 PM

Signature Reese Calloway

Signed electronically · Apr 14, 2026 · IP logged

Returned to Client Info as Retainer_Agreement_signed_.pdf

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From the matter, to the client, back on the file. Join the waitlist for early access.

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