eSignature for Law Firm Client Intake and Agreements

Engagement and client intake

Confirm the client, matter, engagement terms and authorized signers. Choose the access and consent process appropriate to the client and the information being collected.

Agreements and settlements

Use the final approved version and attachments. Check execution formalities, counterparties and signing authority with the responsible lawyer before sending for signature.

Completed matter records

Keep the completed agreement and related signing evidence linked to the correct matter. Confirm access permissions, export/retrieval and the firm's retention requirements.

Evidence for Legal Review

Review the available signing evidence with the completed agreement. Legal effect depends on the document, jurisdiction, signer authority, consent, authentication and the way records are handled.

Bank-Grade Security

Protect attorney-client privilege. We are SOC 2, ISO 27001, and HIPAA compliant, using AES 256-bit encryption for all documents. Review the available controls, access settings and contractual requirements with your security team; confidentiality also depends on your firm's procedures.

Effortless Client Experience

Make it easy for your clients to say 'yes'. Our signing process is intuitive and works on any device—no downloads, no passwords, no hassle. Clients simply click a link and follow the prompts, reflecting a modern and professional image for your firm.

Accelerated Timelines

Stop waiting for couriers. Send client retainers, NDAs, and settlement agreements and get them back signed in minutes. By eliminating the paper chase, you can shorten case timelines, improve cash flow, and focus on practicing law.

Comprehensive Audit Trails

Review the available Certificate of Completion with the completed agreement. Check recorded signing events and authentication context against the requirements of the matter; a signing record alone does not establish identity or resolve every authenticity dispute.

Seamless System Integration

eSignly works where you work. Use our powerful API to connect directly with your Case Management, Document Management (DMS), or CRM software. Automate workflows, reduce manual data entry, and create a single source of truth for your case files.

Built for Compliance

Whether you handle personal injury cases or corporate M&A, compliance is non-negotiable. eSignly's platform includes the features and certifications you need to meet stringent requirements, including specific tools and business associate agreements (BAA) for HIPAA compliance.

Predictable, Scalable Cost

Eliminate the variable costs of paper, ink, and postage. eSignly offers transparent pricing plans that scale with your firm's needs, from solo practitioners to large enterprises. The ROI is clear, measurable, and immediate.

Dedicated Expert Support

Our team understands the stakes. From onboarding to API integration, our experts are available to ensure your firm's transition to digital workflows is smooth and successful. We're not just a software provider; we're your partner in efficiency.

Client Intake & Retainer Agreements

Onboard new clients in record time. Send engagement letters and retainer agreements for immediate signature, allowing you to start work on a case the same day you're retained. No more delays waiting for paperwork to be mailed back.

• Secure new clients faster than competitors
• Improve firm cash flow with quicker payments
• Create a professional first impression

Discovery & Deposition Signing

Manage the high volume of discovery documents with ease. Securely send and receive signed verifications, stipulations, and deposition transcripts without the logistical nightmare of coordinating physical signatures from multiple parties.

• Meet tight court deadlines reliably
• Reduce administrative overhead in litigation
• Maintain a clear, chronological record

Settlement Agreement Execution

Finalize settlements without delay. When an agreement is reached, circulate it for signature to all parties simultaneously. The secure, time-stamped process ensures all parties sign the exact same version, preventing disputes and speeding up payment.

• Prevent signer's remorse
• Distribute funds to clients faster
• Ensure all parties are bound securely

Affidavit & Declaration Signing

Capture sworn statements remotely and securely. While some jurisdictions may require notarization, eSignly can be used for a vast array of declarations and affidavits, providing a verifiable record of when and where the document was signed.

• Gather evidence more efficiently
• Overcome geographical barriers
• Provide a strong audit trail

Real Estate Closing Documents

Streamline non-notarized portions of real estate transactions. Handle disclosures, addendums, and commission agreements digitally. This speeds up the pre-closing process and provides a better experience for buyers, sellers, and agents.

• Reduce paper at the closing table
• Ensure all disclosures are acknowledged
• Coordinate multi-stakeholder signatures

Signing Records for Review

Review the recorded signing events and Certificate of Completion available for your workflow. Keep the evidence linked to the completed agreement and assess it under the matter's legal and records requirements.

• Support review of the signing process
• Check the applicable execution requirements
• Retain available signing evidence

Secure Document Management & Archiving

Confirm storage, retrieval/export, access permissions and retention terms for your plan. Keep completed agreements and their signing records under your firm's records policy rather than assuming indefinite availability.

• Eliminate physical storage space
• Instant document retrieval
• Set custom retention policies

Bulk Sending for Notifications & Updates

Need to send a fee schedule update or a policy change notice to all your clients? Upload a list and send a personalized document to hundreds or thousands of recipients at once, then track who has opened and acknowledged the document.

• Save hundreds of hours on mailings
• Ensure consistent communication
• Verifiable record of receipt

In-Person & Remote Signing Options

Flexibility is key. Capture signatures from clients in your office on a tablet or computer, or send documents to clients across the globe. Our platform supports any signing scenario your practice requires.

• Finalize docs during meetings
• Serve clients globally
• Unified signature platform

Custom Branding for Firm Professionalism

Reinforce your firm's brand at every touchpoint. Add your logo and custom brand colors to the emails and signing pages your clients see. This creates a seamless, trustworthy experience that reflects the quality of your legal services.

• Enhance brand recognition
• Consistent client experience
• Differentiate from competitors

Advanced Signer Authentication

For high-stakes agreements, you need to be certain who is signing. Add layers of security with multi-factor authentication, including SMS passcodes or knowledge-based authentication (KBA), to verify the identity of your signers.

• Reduce fraud risk
• Meet heightened ID standards
• Extra protection for sensitive docs

Template Creation for Common Forms

Stop recreating the wheel. Turn your most frequently used documents—like contingency fee agreements, NDAs, or conflict waivers—into reusable templates. Just select the template, add the signers, and send. It's that fast.

• Reduce prep time by up to 90%
• Ensure standardization
• Quicker staff onboarding

Integration with Case Management Systems (API)

Make eSignly a natural extension of your firm's core operating software. Our robust REST API allows your developers to build deep, custom integrations with systems like Clio, MyCase, PracticePanther, and more. Trigger signature requests and save completed documents automatically.

• Eliminate manual data entry
• Highly efficient workflows
• Increase software ROI

HIPAA Compliant Workflows

If your practice handles Protected Health Information (PHI), our Business and Enterprise plans can help you maintain HIPAA compliance. We offer the necessary security controls and will sign a Business Associate Agreement (BAA) to support your compliance program.

• Securely handle PHI
• Avoid non-compliance fines
• BAA support included

Data Residency & Sovereignty Controls

Confirm the actual storage and processing locations supported for your account, together with access, retention and contractual commitments. Review jurisdiction-specific and client requirements with your legal and security teams, and agree the required scope with eSignly before rollout. A location choice alone does not establish compliance.

• Review applicable data-handling requirements
• Confirm public-sector or client contract requirements
• Confirm supported locations and contractual commitments

Boutique Family Law Firm Cuts Client Onboarding Time by 85%

A 5-attorney family law practice was struggling with a slow and cumbersome client intake process. Retainer agreements and initial paperwork often took over a week to be returned by mail, delaying the start of urgent legal work and creating a poor first impression for clients already under stress.

The Challenge

• Clients taking 7-10 days to return signed retainer agreements.
• High costs associated with printing, postage, and courier services.
• Administrative staff wasting valuable time on manual follow-ups.
• Inability to begin work on time-sensitive cases promptly.

The Solution

eSignly was implemented as the firm's standard for all client-facing documents. The firm's paralegal converted their standard retainer agreement into an eSignly template with pre-placed fields. Now, after an initial consultation, the attorney can send the agreement directly from their computer before the client has even left the video call. The solution included custom branding to match the firm's website and an automated reminder system set for 48 hours after sending.

Key Outcomes

• Client onboarding time reduced from an average of 8 days to 1 day.
• Document turnaround time for retainer agreements decreased by 85%.
• Estimated annual savings of $12,000 in printing and postage costs.

Rachel Manning

Managing Partner, Manning Family Law Group

"eSignly changed the game for us. What used to take a week of follow-ups now takes about 15 minutes. Our clients are happier, and we can start working on their cases almost immediately. The initial consultation to the signed retainer is now a single, seamless process."

Mid-Sized Litigation Firm Secures High-Volume Discovery with Ironclad Audit Trails

A 50-attorney litigation firm needed a secure and efficient way to handle thousands of discovery documents per case. Sending sensitive documents via email for signature was a major security risk, and tracking signatures from dozens of deponents, experts, and clients was a logistical nightmare for their support staff.

The Challenge

• Lack of a centralized system to track hundreds of outstanding signatures.
• Significant security risks from emailing confidential case documents.
• Difficulty in proving the authenticity and timing of signatures.
• Wasted paralegal hours on manually tracking and compiling signed documents.

The Solution

The firm deployed eSignly's Business plan, leveraging its advanced security and team features. They created templates for common discovery forms like verifications and affidavits. The litigation support team used the real-time dashboard to monitor the status of all documents at a glance. For highly sensitive documents, they enabled two-factor SMS authentication to ensure only the intended recipient could sign.

Key Outcomes

• Increased paralegal efficiency by 40% by eliminating manual tracking.
• Achieved 100% compliance with internal security protocols for document handling.
• Reduced the risk of missed deadlines by 99% with real-time status dashboards.

Thomas Lamb

Head of Litigation Support, Sterling & Locke LLP

"In litigation, the chain of custody for a document is everything. eSignly's audit trail is more defensible than a wet signature. We know who signed, when, and where. It has stood up to scrutiny and gives our team and our clients complete peace of mind."

National Real Estate Law Practice Automates Closings with API Integration

A large law firm with a national real estate practice processes thousands of transactions annually. Their in-house case management system handled everything except the final document execution, which was a chaotic mix of email, faxes, and overnight shipping. They needed a solution that could integrate directly into their existing workflow.

The Challenge

• Manual document preparation was taking 30-45 minutes per file.
• High rate of human error, such as sending the wrong document version.
• Lack of scalability to handle peak closing seasons.
• Poor visibility for attorneys into the status of closing documents.

The Solution

The firm's IT team used eSignly's well-documented REST API to build a direct integration with their proprietary case management system. With a single click, a paralegal can now trigger an action that automatically generates the required documents, sends them to all parties via eSignly, and then automatically pulls the final, signed documents and the Certificate of Completion back into the correct client file once signed.

Key Outcomes

• Reduced document preparation and sending time from 30 minutes to under 1 minute.
• Eliminated 95% of errors related to manual document handling.
• Increased transaction processing capacity by 50% without adding headcount.

Orlando Gilbert

Chief Technology Officer, Nationwide Title & Law Group

"The eSignly API was the missing piece of our automation puzzle. We've connected it directly to our case management system, and now, generating and sending a full package of disclosure documents is a one-click process. It's saved every paralegal hours of work each week."

ESIGN Act Compliance

The foundational U.S. federal law that makes electronic signatures legally valid.

UETA Compliance

The Uniform Electronic Transactions Act, adopted by most states, providing legal framework for e-signatures at the state level.

HIPAA Compliance

Essential for any firm handling Protected Health Information (PHI), such as in personal injury or medical malpractice cases.

SOC 2 Type II

Audited proof of our commitment to security, availability, processing integrity, confidentiality, and privacy.

ISO/IEC 27001

The international standard for information security management, demonstrating a systematic approach to protecting client data.

GDPR Compliance

Crucial for firms with clients in the European Union, ensuring data protection and privacy rights.

256-bit AES Encryption

Bank-grade encryption that protects your documents both in transit over the internet and at rest on our servers.

REST API

Allows your firm to integrate eSignly's functionality directly into your existing case management or document systems.

Single Sign-On (SSO)

Enables your staff to log in using their existing firm credentials, improving security and simplifying access management.

Two-Factor Authentication (2FA)

Adds an extra layer of security to protect your account and verify the identity of signers.

Case Management Software Integration

For case-management software such as Clio, MyCase or PracticePanther, assess an API/custom integration. Confirm both systems' endpoints, authentication, permissions, plan requirements and status/error reconciliation; do not assume a native connector.

Document Management System (DMS) Integration

For a repository such as iManage or NetDocuments, design and test the document export, matter mapping, access controls and reconciliation your firm needs. Confirm API/provider support and account configuration; automatic filing requires implementation and validation.

Data Residency Options

Confirm supported processing and storage locations, account eligibility and contractual commitments with eSignly before choosing a deployment. Do not assume availability in a named region or that location alone establishes compliance.

PCI DSS Compliance

Ensures that if you collect payments through forms, the process is secure and compliant with credit card industry standards.

Court-Admissible Audit Logs

Provides a detailed, tamper-evident record of the entire signing process to stand up to legal scrutiny.

Are electronic signatures actually legally binding for court documents and contracts?

Have the responsible lawyer confirm the execution and filing requirements for each document and jurisdiction. Electronic signing does not make every court document or agreement eligible; consider signer authority, consent, authentication, witnessing or notarization, and retention of evidence.

How can I trust this with sensitive, privileged client information? Security is our top priority.

We agree. That's why we're compliant with SOC 2 Type II, ISO 27001, and HIPAA. All documents are encrypted in transit and at rest with AES 256-bit encryption. You control access, and our systems are designed to protect attorney-client privilege.

My clients are not tech-savvy. This will be too complicated for them and create more work for me.

Test the recipient journey on the devices and connections your clients use. Confirm access, authentication and any account or software requirements for the selected workflow. Provide a clear help route for clients who need assistance.

We are a small firm. This seems like an expensive enterprise tool we don't need.

Review the current pricing and trial options for your team size, expected document volume and workflow needs. Measure administrative time and completion rates in your own firm; savings and billable-time effects depend on how your team works.

How does this fit with our existing Case Management Software and Document Management System?

Review the eSignature API documentation and map the document, recipient and status data your matter-management or DMS workflow needs. Confirm endpoints, plan requirements, permissions, failure handling and reconciliation before integration; do not assume a native connector.

I'm worried about tracking documents. How do I know who has signed and when?

Our real-time dashboard gives you complete visibility. You can see who has opened, viewed, and signed a document instantly. You can also set up automatic reminders to gently nudge signers who haven't completed the process, saving you from manual follow-ups.

How quickly can my firm start using eSignly?

Start with a non-sensitive sample agreement. Check the recipient experience, signing record, export and retention requirements before using the workflow on a live matter. Setup time depends on templates, access controls, integrations and review requirements.

What evidence do we have if a signer claims they didn't sign a document?

Review the available Certificate of Completion or audit trail alongside the completed agreement. Check recorded events and authentication context against your matter requirements. An IP address or device record alone does not prove identity or guarantee the outcome of a dispute.

Does eSignly support international law firms and cross-border agreements?

Confirm supported languages, data-processing locations and contractual requirements for your intended account and workflow. Cross-border execution and data-protection requirements need review by your legal and security teams; a hosting preference alone does not establish compliance.

Is there a way for us to test the service before committing to a paid plan?

Yes. We offer a free plan so you can test our core features immediately. It is the perfect way to see how eSignly integrates with your current workflow and experience the ease of use before scaling to our Professional or Business plans.

Document Turnaround

Compliance Audit

Security Standards

Administrative Cost

Professional Plan

Review current pricing and account eligibility for your firm.

• Check current seats, document quotas and signing allowances.
• Confirm templates, branding, audit records and mobile recipient access for your account.
• Use a non-sensitive sample to validate the workflow.

Rollout timing depends on configuration, integrations and review requirements.

See current pricing and trial options; confirm feature availability, plan/add-on requirements and allowances for your account.

Business Plan

Review current pricing and account eligibility for your firm.

• Confirm bulk sending, in-person signing and team-role availability for the intended account.
• Review document/recipient quotas and any add-on requirements.
• Discuss any required BAA, security review and contractual scope before handling regulated information.

Rollout timing depends on configuration, integrations and review requirements.

See current pricing and trial options; confirm feature availability, plan/add-on requirements and allowances for your account.

Enterprise Plan

Review current pricing and account eligibility for your firm.

• Confirm API, SSO and advanced authentication methods for the intended account and configuration.
• Review any separate API plan, usage allowance or add-on requirements.
• Agree implementation, deployment, support and security responsibilities with the team.

Rollout timing depends on configuration, integrations and review requirements.

See current pricing and trial options; confirm feature availability, plan/add-on requirements and allowances for your account.

Summarize and extract terms

Orient reviewers with a summary and use extraction schemas to identify information relevant to the matter. Verify results against the complete agreement and attachments.

Ask questions with citations

Ask questions about the agreement and follow citations back to the underlying text. Use results to prepare issues for the responsible lawyer rather than treating an answer as a legal conclusion.

Compare with playbooks

Support a structured comparison against the firm's review criteria. Have a qualified reviewer assess exceptions, resolve questions and make the approval decision.