Share sensitive exhibits with deliberate access.
Use recipient links, watermarking, expiration, and download settings for confidential review.
Keep client communication and documents together.
Follow up on important correspondence, share controlled documents, and manage signature requests from one workspace.
A clear process from first correspondence to signed agreement.
Keep controlled files, outstanding replies, and signature requests together through each client engagement.
Prepare the engagement for each signer.
Assign client and firm fields and follow the request through to the completed document.
Keep signature evidence and completed files accessible when you need to review the engagement.
Bring it into your daily work
Connect approved mailboxes
Use supported provider connections and define team roles before sharing client activity.
Choose the right delivery evidence
Use tracking for engagement context, controlled links for document access, certified workflows for durable records, and signature requests for assent.
Apply document policy
Set expiration, downloads, access codes, viewer labels, and revocation per link or request.
Export and retain
Use certificates, audit records, activity exports, and retention settings according to the firm's policy.
Capabilities for Lawyers & Attorneys
- Client correspondence
- Document access controls
- Confidential watermarks
- Signature certificates
- Retention policy
- Role permissions
Bring it into your daily work
Engagement letters
Send the letter for signature and configure follow-up in the existing conversation.
Client document requests
List the documents needed for the matter and review what the client has returned.
Client check-ins
Prepare a personal message for an agreed date. Keep the correspondence and next steps together.
Lawyers & Attorneys FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. It records and classifies network requests. Use legally recognized service or receipt methods when proof is required.
Make the next step part of the process.
Choose a follow-up, campaign review, or checklist and configure it for your work. Each template makes its review and completion steps explicit.
Move your next opportunity forward.
Track client email, documents, and signatures.
