Signature Processing
Automating signature processing in law firms comes down to implementing e-signature platform and integrating it into your other systems (e.g., document automation). You can transforms this traditionally slow, paper-heavy, and error-prone process into a fast, digital one.
If you have already implemented a modern Practice Management system, this functionality is already available to you - you just need to set it up. If not, you have a large number of e-signature platforms (e.g., DocuSign, Adobe Sign, Dropbox Sign/HelloSign, PandaDoc, SignNow, Zoho Sign) to choose from.
Once you start up this journey, you will discover more advanced and exciting opportunities, such as:
Integrate it with document automation: once you drafted a document, the system can seamlessly hand it off to your e-signature platform for signing, without manual intervention. For example, once a retainer agreement is created using a document automation tool, it's immediately routed for the client's signature.
Enable other workflow automations: document signing by the client is one of the most popular triggers of the subsequent automated workflows, for example: "If all signatures are obtained, automatically save the signed document in the client portal, initiate the information intake process and notify the responsible attorney via email, or task. ”