Law firm president: keep signed agreements on client files
Law firm president: keep signed agreements on client files
Law firm presidents find signed agreements buried in email, leaving contracts untracked. This saves signed orders to each client's folder and attaches them to the account record for an auditable trail.
Overview
Missing signed agreements creates untracked contracts and billing risk for small law firms. Connecting e-signatures, cloud storage, and your CRM creates a single, auditable agreement record so presidents always know where client contracts live.
Notable Features
- Save signed agreements to folders
- Attach documents to client account
- Create centralized auditable agreement trail