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E-sign retainers & intake

Send retainers for e-signature and onboard clients with a guided, automated intake — no more scanning PDFs.

E-sign retainers & intake — illustrative interface mockup

Illustrative interface mockup. Actual product may differ.

What it does

  • Branded retainer agreements sent for e-signature and tracked to completion.
  • Automated reminders for unsigned agreements.
  • Guided intake questionnaire tailored to your case category.
  • Document upload during intake with AI-assisted assessment.
  • Signed retainers and intake docs filed to the case automatically.