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.
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 and include a full audit trail on the final page of the signed document
Clients can sign from any device, including smartphones, tablets, and desktop computers
You can include multiple signers on a single document
Auto-fill fields let you capture information automatically, such as the date signed or the signer's name