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/ Documents and e-signature
Documents and e-signature
Files, templates, document requests and signatures.
Documents
Upload and organise documents
Upload files to a matter, a client or the firm library, sort them into folders, keep every version and choose what the client can see.
Templates
Create documents from templates
Write a letter or court process once as a template, then create it for any matter with the client, matter and court details filled in.
Signatures
Send a document for signature
Send a document to up to 10 people to sign electronically, follow each signer, and get a signed copy and certificate saved on the document.
Document requests
Request documents from a client
Send a client a checklist of what you need. They upload, answer or sign from their phone, and you approve each item or send it back.
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