Electronic Signature

This capability is described as configured in Lawmatics. MHSB implementation and support for Clio and MyCase are described on the Clio and MyCase platform pages.

Accelerate your retention process with built-in e-signatures. Lawmatics allows you to send, track, and file signed documents without ever leaving your CRM.

Seamless Integration

No need for third-party tools like DocuSign or HelloSign.

• Native Experience: Create, send, and track documents directly within Lawmatics.
• Auto-Population: Automatically merge client data (names, dates, case details) into contracts before sending.
• Mobile-Friendly: Clients can review and sign documents easily from their smartphone or tablet.

Advanced Templating

Create reusable templates for fee agreements, retainers, and waivers.

• Conditional Content: Include or exclude clauses automatically based on case type or state.
• Multiple Signers: Easily route documents to multiple parties (client, spouse, attorney) in specific orders.
• PDF & Word Support: Build templates from scratch or upload existing PDFs and map fields on top.

Automated Workflows

Make signing the easiest part of your intake.

• Triggered Sending: Automatically email a contract for signature when a lead reaches the “Ready to Hire” stage.
• Status Tracking: See in real-time who has opened, viewed, or signed the document.
• Auto-Filing: Signed documents are automatically saved to the matter’s file and can be synced to your practice management system.

E-Signature Packets

Combine steps for a frictionless client experience.

• All-in-One Link: Send a single link that includes an intake form, fee agreement, and payment request.
• Reduced Friction: Eliminate the need for clients to open multiple emails or click multiple links.
• Faster Conversion: Go from “interested” to “retained and paid” in one smooth session.