Client Intake & OnboardingPurpose
1.2 Automates the process so the legal team wastes no time manually emailing or tracking paperwork, reducing error, expediting case kick-off, and ensuring all documents are signed, timestamped, and properly stored for environmental compliance.
1.3 Automating e-signature requests streamlines gathering permissions, retainer agreements, disclosures, environmental assessment consent, waivers, and third-party authorizations crucial to environmental cases.
Trigger Conditions
2.2 Triggered manually by attorney/paralegal initiation via case-management software.
2.3 Automatically triggered on new case record creation in environmental legal CRM system.
2.4 Trigger or schedule e-signature requests based on deadline proximity or regulatory checklist trigger.
2.5 Automatedly triggered by document template population event.
Platform Variants
• API: POST /envelopes — automate sending signature requests by programmatically initiating envelopes for environmental consent forms.
3.2 Adobe Sign
• REST API: POST /agreements — automate creating & sending agreements; configure automatic email reminders and audit trails.
3.3 HelloSign
• API: POST /signature_request/send — automates e-signature requests and automated tracking via webhook notifications.
3.4 PandaDoc
• API: POST /documents/send — automate document sending, with automated status change hooks on signature completion.
3.5 SignNow
• API: POST /document/{documentId}/invite — automate signer invitations and enable automated mobile reminders for unsigned docs.
3.6 OneSpan Sign
• API: POST /api/packages — automate onboarding by creating signature packages linked to client onboarding workflows.
3.7 RightSignature
• API: POST /public/v1/sends — automate document delivery and auto-track recipient view/signature.
3.8 SignRequest
• API: POST /api/v1/signrequest — automate e-signature dispatch and completion status notification.
3.9 Zoho Sign
• API: POST /templates/{template_id}/requests — trigger signature requests from template and automate reminders.
3.10 eversign
• API: POST /document — automate document creation/sending and enable webhook tracking for legal compliance.
3.11 Sertifi
• API: POST /api/documents/request — automates legal document signing and real-time status reporting.
3.12 SignEasy
• API: POST /v2/document/send — automate document transmission and automatically extract signed PDFs.
3.13 KeepSolid Sign
• API: POST /api/documents/send — automates bulk requests and populates environmental legal fields.
3.14 Formstack Sign
• API: POST /api/v2/signature-request — automatic signature request creation for progressive onboarding.
3.15 Assently
• API: POST /api/v1/signingrequests — automates digital signing linked to onboarding step.
3.16 Notarize
• API: POST /v1/transactions — automate remote notarized e-signature for environmental disclosures.
3.17 Docsketch
• API: POST /v1/documents — automate document requests and monitor signature progress.
3.18 GetAccept
• API: POST /document/prepare — automates signature process with tracked legal templates.
3.19 Legalesign
• API: POST /v1/documents/send — automate dispatch of retainer agreements and status polling.
3.20 Signable
• API: POST /v1/documents/send — automates delivery and tracks signature compliance.
3.21 Dropbox Sign
• API: POST /signature_request/send — automate e-signature workflow for new environmental onboarding.
3.22 Foxit eSign
• API: POST /esig/api/documents/send — automatic doc sending and signature status reporting.
Benefits
4.2 Automating signature tracking ensures full legal compliance and auditability.
4.3 Automator reduces human error and manual follow-ups, optimizing staff focus.
4.4 Automated notifications and reminders increase signature completion rates.
4.5 Automatable workflows ensure all case documents are digitally archived for regulatory and client access.
4.6 Automatedly captures all signature events with timestamps for robust legal evidence.