Signed before lunch.
The instruction letter is the client’s first experience of the firm. Sending it, watching it, chasing it and filing the executed copy should not take a week of somebody’s attention.
From “please sign” to “on file”
Send the right document, from the file
Pick the template, merge the details, send. The request attaches to the matter, so nobody wonders what was sent or when.
Know where it is
Sent, viewed, signed, declined — the status sits on the matter instead of in someone’s outbox.
The executed copy files itself
Completed documents return to the matter as the signed version, distinguishable from every draft before it.
What it changes
- Retainer and instruction letter done the same morning, so work does not wait on paperwork.
- No “did they sign?” calls. The answer is on the file.
- A clean record of when the client agreed — useful when a matter goes sideways two years later.
- Less printing, less scanning, less filing. The document arrives where it belongs.
E-signature is connected to the provider your firm chooses at setup — or you can record wet-signature outcomes and keep the same trail.
Four steps, one morning
The whole sequence happens inside the matter.
Choose the template
Engagement letter, retainer agreement, authority, consent — the firm’s own wording.
Merge and send
Details come from the file; the client receives a link, not an attachment to print.
Watch the status
Viewed and signed are visible on the matter, so follow-up is deliberate rather than accidental.
File it
The executed copy lands on the matter, locked, with the date and the signatories recorded.
Before you switch providers
The firm’s chosen provider is connected during setup; several common providers are supported, and wet-signature outcomes can be recorded the same way.
Yes — with the acknowledgement recorded on the client and the matter, which is exactly what an insurer or regulator will look for.
Every request shows the signatories, the order, and the timestamps, and that record stays with the matter.
Send a sample engagement letter in the demo
Bring a template and a client name (real or fictional). You will see the whole loop — send, sign, file — in a few minutes.