Seamless E-Sign Integration & Key Features
Seamlessly integrate with industry-leading e-signature platforms like PandaDoc and DocuSign. Once a prospective client is qualified by your intake team, the system automatically sends the necessary retainer agreement via your chosen e-signature provider.
Key Benefits
Automated Delivery
No manual sending needed.
Timely Signing
Ensure retainers are signed quickly.
High Completion Rate
AI-driven follow-ups dramatically improve signature return.
Client Visibility & Transparency
Clients can view the exact status of each demand, providing clarity on progress and expected timelines. This transparency enhances trust and communication.
Keep clients informed with real-time visibility on every draft. Transparency builds trust and smooth communication.
Real-Time Updates
Clients see live status updates on every demand draft, eliminating uncertainty.
Enhanced Communication
Clear progress tracking reduces client inquiries and improves satisfaction.
Complete Transparency
Build stronger client relationships through visibility and trust.
Automate sending retainers with top e-sign platforms.
Ensure quick signatures and maximize return rates with minimal effort.
Feature
Description
Benefit
Customizable Sequence
Tailor timing and messaging of follow-ups
Maintain brand voice & firm protocol
AI-Powered Personalization
Learns client's preferred communication method & timing
Maximizes engagement & minimizes client frustration
Frequently Asked Questions
Which e-signature platforms does Automated E-Sign support?
How does Automated E-Sign improve retainer completion?
Can clients contact us after receiving the retainer?
Is the follow-up sequence customizable?
Does the system help keep clients iHow does AI personalize follow-ups?nformed?
Is the system secure and compliant?
Can this feature be linked with the Intake process?