PlaintiffDesk connects Signature requests, Signing, Internal tracking, Template requests, Access tracking, Completion records and document generation through the same case workflow, access model, and accountable team.
PlaintiffDesk connects Signature requests, Signing, Internal tracking, Template requests, Access tracking, Completion records and document generation through the same case workflow, access model, and accountable team.
Prepare and send documents to one or more signers from the case.
Where signatures are enabled, staff can prepare a request from a case, lead, document, or approved template. A request can organize multiple PDF documents, one or more signers, assigned fields, and signing order before an authorized user sends it.
View the full featureGive recipients a focused signing experience with required fields and available access controls.
When a signature request is active, each recipient receives a focused view of the documents and fields assigned to that signer. The experience guides required completion, supports review or decline, and records available lifecycle events without presenting access checks as identity certification.
View the full featureFollow request, signer, and completion status without leaving PlaintiffDesk.
Where signatures are enabled, internal tracking brings request, document, signer, and lifecycle status into one workspace. Authorized staff can see what has been prepared, sent, viewed, signed, declined, canceled, or completed and decide when follow-up is appropriate.
View the full featureStart repeatable signature workflows from approved document templates.
Where signatures are enabled, template requests give repeatable signing work an approved starting point. A template can preserve document selection, recipient roles, field placement, and order while each new request remains reviewable before sending.
View the full featureRecord relevant request access and signer activity for internal review.
Where signatures are enabled, access tracking preserves available request and signer events for internal review. Authorized users can inspect the sequence of invitations, access, signing, decline, and completion activity alongside the request record.
View the full featurePrepare completed documents and available signing activity records when an enabled request is finished.
After an enabled signature request reaches completion, PlaintiffDesk can prepare the available finalized documents and signing activity record for return to the matter. Staff should confirm that every required signer and artifact is present before relying on the result.
View the full featurePlaintiffDesk connects Signature requests, Signing, Internal tracking, Template requests, Access tracking, Completion records and document generation through the same case workflow, access model, and accountable team.