Electronic Signature

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.