Documents & eSignatureLaw Firms● Running at real firms now
Engagement Letter Automation
Case accepted → personalized engagement letter generated, eSigned by both sides, and filed to the client folder. Nobody opens Word.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Engagement paperwork takes days of back-and-forth before the actual work can start.
What it does
✦When a case is accepted, a personalized engagement letter is generated from your template
✦It’s sent for eSignature — the attorney signs first, then the client
✦The signed copy is filed to the client folder and linked to the case automatically
What it replaces
Opening Word, find-and-replace, attachments, and waiting.
Is it real?
Signed a real client’s fee agreement at a law firm this week.
Want to see how this fits your business?