Retainer e-signature
From qualified to signed, same call.
When an intake meets your firm's criteria, it can prepare an engagement-letter draft and route it for attorney review before signature.
Drafts your retainer with the facts the client just gave.
Queues it for attorney review before it is sent for signature.
Uses your templates and your rules on when to send.
Moves a qualified intake into the firm's review and signature workflow without retyping.
Case qualifies
When intake clears your bar, the engagement letter is prepared.
You approve
Review and approve the draft before it is sent for signature.
Client signs
After attorney approval, the client can e-sign from a phone.
Reduce delays between qualification, attorney review, and signature.
The facts flow straight from intake into the retainer.
A documented signature workflow with attorney review.
See Retainer e-signature in your firm's workflow.
See the attorney-reviewed engagement flow through signature and receipt.
Book the 20-minute demo →