For attorneys: capture signed authorizations into case records
For attorneys: capture signed authorizations into case records
Attorneys miss signed authorizations in email, risking case delays and compliance. It logs each completed signature into the Authorizations database so filings and reviews proceed without delay.
Overview
Missing signed authorizations expose you to compliance risk and slow case progress. This workflow captures every completed signature into your Authorizations database and notifies the attorney, eliminating missed entries so filings and reviews proceed without delay.
Notable Features
- Insert signed authorization records automatically
- Attach signed PDF to the record
- Notify attorney and operations