Overview
E-signatures let you collect legally binding electronic signatures from clients as part of an Engage workflow. You can use them for terms of engagement, retainer agreements, and any other document that requires a client signature. Both you and your client receive a signed PDF copy once signing is complete.
What you can use e-signatures for
Collecting signatures on terms of engagement, retainer agreements, and standard client documents
Adding a signature step to any Engage workflow alongside CDD checks and other requests
Collecting signatures from multiple signers on a single document
Signing documents yourself before or after your client as a law firm user
How e-signatures work
When you send an Engage request with an e-signature step, your client receives an email with a link to the document. They are guided to the fields where their signature is required and can sign from any device. Once they complete signing, both you and your client receive a signed PDF. The final page of the document includes a full audit trail showing when it was viewed and signed.
What your client sees
When you send an e-signature request through Legl, your client receives an email guiding them through the signing process. They can complete it from any device, and both you and your client receive a copy of the signed document once it is done.
Your client receives an email with a link to the workflow you sent.
They open the link and are presented with the document that needs to be signed.
They are guided to the fields where their signature, initials, or other information is required.
They can sign using their preferred device, including smartphones, tablets, or desktop computers.
Once they complete all required fields and submit, the signed document is generated.
What triggers this
The process starts when you send an Engage workflow that includes a "Request a signature" step. Your client receives an email with a link to the workflow.
What you will see
Once your client has signed, both of you will see the following:
Your client receives a signed PDF copy of the document via email
The Engage request in your dashboard updates to reflect that the signature step is complete
You can view and download the signed document from the Engage dashboard
Where to find e-signatures in Legl
E-signatures are available as a step type within Engage workflows. Go to Engage > Workflows to create or edit a workflow containing a signature step. When adding the step, select Request signature(s) and choose your signature type.
Permissions and access
Only Administrators can create and edit workflows in Legl. Any user with access to Engage can send an e-signature request once a workflow has been set up.
Important information
E-signatures are legally binding
The signed document includes a comprehensive audit trail on the final page, showing when the document was viewed and signed
Clients can sign from any device, including smartphones, tablets, and desktop computers
Clients are guided directly to the fields that require their action, so they do not need to search through the document
You can include multiple signers on a single document
If a request includes multiple signers, they sign in sequence — the primary signer (your client) signs first, and the next signer only receives their signing email once the previous signer has completed their signature
Auto-fill fields let you capture information automatically, such as the date signed or the signer's name