E-signature request and confirmation

Purpose

1.1. Automate the preparation, dispatch, collection, and storage of e-signature documents for client intake, ensuring legally-binding, timely, and audit-ready agreements during administrative law onboarding.
1.2. Secure client consent for representation, disclosures, fee agreements, and compliance acknowledgements, reducing manual tracking and minimizing human error.
1.3. Facilitate rapid engagement of clients while ensuring all regulatory requirements for documentation and deadlines are enforced through automated validation.

Trigger Conditions

2.1. New client intake form submitted via web portal or consultation scheduled.
2.2. Case file created in practice management or CRM platform.
2.3. Attorney approval of drafted engagement letter.
2.4. Compliance checklist submission requiring signed acceptance.
2.5. Payment receipt or retainer deposit notification.

Platform variants

3.1. DocuSign
• Feature/Setting: Envelopes API — Auto-send templates to client emails; configure with template ID, recipient email, webhook for status.
3.2. Adobe Acrobat Sign
• Feature/Setting: REST API — Trigger agreement creation; set participant role as ‘signer’ and recipient email, get signed PDF URL.
3.3. HelloSign (Dropbox Sign)
• Feature/Setting: Signature Request API — Assign signer fields; auto-reminder on pending, callback event on completion.
3.4. PandaDoc
• Feature/Setting: Documents API — Template-based send, collect status; recipient email variable, download on signed.
3.5. SignNow
• Feature/Setting: API v2 — Dispatch document for eSignature, subscribe to webhook for signed event.
3.6. SignEasy
• Feature/Setting: REST API — Initiate workflow from template, route to multiple clients, status callback URL.
3.7. RightSignature
• Feature/Setting: Request Signature API — Send prepared PDF, require client details entry, set reminders.
3.8. OneSpan Sign
• Feature/Setting: Package creation API — Configure signer email, document upload, notification on signature.
3.9. eversign
• Feature/Setting: Document creation API — Configure recipient email, set signer role, retrieve audit trail on sign.
3.10. Zoho Sign
• Feature/Setting: Send Document API — Fill recipient and client name, specify signed document webhook for downstream systems.
3.11. Sertifi
• Feature/Setting: Agreement Send API — Assign signer, set template, get event for completed agreement.
3.12. Formstack Sign
• Feature/Setting: API — Prepare template, set recipient variables, webhook for completion or error.
3.13. Yousign
• Feature/Setting: Signature Request API — Assign stakeholder email, configure authentication, retrieve signed link.
3.14. Signeasy
• Feature/Setting: Document Send API — Pre-populate fields, assign recipient email, callback for status.
3.15. AssureSign
• Feature/Setting: Document Sending API — Configure template, map fields, set callback on success.
3.16. eSignLive
• Feature/Setting: Package API — Set up signer, document mapping, signed document retrieval.
3.17. Foxit eSign
• Feature/Setting: Send Document API — Upload document, assign signer email, webhook notification.
3.18. WaiverForever
• Feature/Setting: API — Dispatch waiver form, assign signer, webhook for download of signed form.
3.19. SignRequest
• Feature/Setting: API — Template-based sending, recipient email, webhook for status updates.
3.20. Sovos Compliance eSign
• Feature/Setting: API — Map required authentication, assign recipients, completion notification.

Benefits

4.1. Lower administrative time; instant client onboarding and compliance enforcement.
4.2. Improved security and traceability through automated audit logs.
4.3. Decreased risk of human error and deadline breaches.
4.4. Enhanced client experience via self-service and immediate confirmation notifications.
4.5. Automatic storage and backup for regulatory audits and case management continuity.