E-signature deployment for agreements and filings

Purpose

1.1. Automate the preparation, deployment, and tracking of e-signature requests for patent agreements, POAs, disclosures, and formalities.
1.2. Streamline automated document management, filing, and legally binding digital signing for both inventors and clients.
1.3. Automate the archiving and compliance tracking of executed legal documents in the patent application lifecycle.
1.4. Ensure secure, time-stamped, authentically logged e-signature events in accordance with patent office e-filing rules and attorney-client compliance mandates.

Trigger Conditions

2.1. Automated document ready status in DMS or case management software.
2.2. Patent client uploading or updating key agreements.
2.3. Automation for attorney review approval workflow completion.
2.4. Filing deadlines or reminder/expiry automators integrated with calendaring systems.
2.5. Client/inventor contact creation or update in CRM with flag for signature request.

Platform Variants

3.1. DocuSign
• Feature/Setting: Connect via eSignature REST API; automate envelope creation and recipient routing (POST /envelopes).

3.2. Adobe Acrobat Sign
• Feature/Setting: Use 'agreement creation' API; automate document push via POST /agreements with event webhooks.

3.3. SignNow
• Feature/Setting: API v2 – automate role assignment and invite send (POST /document/invite).

3.4. HelloSign
• Feature/Setting: eSignature API – automate signature request creation (POST /signature_request/send).

3.5. PandaDoc
• Feature/Setting: Automate document send via POST /documents endpoint; webhook on signature status updates.

3.6. SignRequest
• Feature/Setting: API – automate document creation and recipient assignment (POST /v1/signrequests/).

3.7. OneSpan Sign
• Feature/Setting: eSign REST API; automate package creation/role mapping (POST /packages).

3.8. RightSignature
• Feature/Setting: Public API; automate template use and user routing (POST /public/v1/document).

3.9. eversign
• Feature/Setting: API call to create and dispatch documents (POST /document/create).

3.10. SignEasy
• Feature/Setting: REST API for document send automation (POST /v2/sign/request).

3.11. Zoho Sign
• Feature/Setting: Automation using Send Document API (POST /v1/documents).

3.12. Sertifi
• Feature/Setting: Automate sending agreements via API (POST /api/documents/send).

3.13. KeepSolid Sign
• Feature/Setting: Automated document workflow via REST API (POST /documents/send).

3.14. Signable
• Feature/Setting: eSignature API; automate document send (POST /documents).

3.15. Yousign
• Feature/Setting: REST API; automate requesting electronic signature (POST /procedures).

3.16. DigiSigner
• Feature/Setting: Automated document upload and invitation (POST /api/documents/send).

3.17. Signeasy for Salesforce
• Feature/Setting: Salesforce Integrations; automate e-signature on workflow events.

3.18. Box Sign
• Feature/Setting: Workflow API automation to request signatures (POST /sign_requests).

3.19. Dropbox Sign (HelloSign for Dropbox)
• Feature/Setting: Automate signature requests via API; triggers on Dropbox file saves.

3.20. Foxit eSign
• Feature/Setting: Automate agreement workflow using Send Document API (POST /api/v2/documents/send).

Benefits

4.1. Automates e-signature requests to accelerate client response and reduces manual handling.
4.2. Enables automated compliance and audit trail for patent legal filings.
4.3. Centralizes automated storage of executed legal agreements for future reference and renewals.
4.4. Reduces risk of missed deadlines through automation of signature reminders and expiry tracking.
4.5. Frees legal professionals’ time via automating repetitive agreement deployments and follow-up.
4.6. Provides automatable integrations with CRM, DMS, calendaring, and patent office submission tools.
4.7. Delivers a fully automated document management process, increasing client satisfaction and trust.