Matter-linked preparation
Start with the related record—or add the relationship later—so the request and its documents have a clear case or intake context.
Signature requests
Prepare and send documents to one or more signers from the case.
What it does
A practical part of the firm’s workflow.
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.
Multiple documents and signers
A request can include supported PDF documents and multiple recipients within configured limits.
Flexible signing order
Recipients can sign together or in a defined sequence when the workflow requires it.
How it works
What the team can expect.
Choose the source
Select the correct matter, documents or template, request name, and intended recipients.
Prepare and inspect
Assign fields, required values, and signing order, then preview the request for accuracy.
Send deliberately
An authorized user sends the request, monitors its status, and confirms its matter relationship from the signature workspace.
Ready to send?
Prepare the documents and recipients without leaving the case.