Handle new client onboarding, retainer agreements, and consent capture with one secure platform. Built for law firms, financial advisors, CPAs, and consultants who need professional workflows.
You can't start work until the engagement letter is signed. But email gets buried, DocuSign feels impersonal, and mailing paper wastes weeks. You need a professional way to onboard clients, capture consent, and maintain attorney-client privilege—all while staying compliant with state bar rules and financial regulations.
Use your firm's SMTP server so engagement letters come from you@lawfirm.com, not a generic platform address. Maintains professional credibility.
Enterprise-grade cloud security with end-to-end encryption. Meets attorney-client privilege requirements and financial advisor fiduciary standards.
ESIGN Act compliant with full audit trails. Each signature includes IP address, timestamp, and device fingerprint. Admissible in court.
Send engagement letters via SMS for instant delivery. Clients sign on their phone in minutes, faster than traditional email back-and-forth.
Merge our AI agent into a 3-way call to capture verbal consent for urgent matters. Perfect for same-day trade authorizations or emergency medical directives.
Sync with Clio, MyCase, Salesforce, Redtail, and Wealthbox. Automatically log completed documents to client records.
Meets ABA Model Rules of Professional Conduct 1.6 (confidentiality) and 1.18 (client intake). Maintains attorney-client privilege throughout the signing process.
Complies with SEC Rule 204-2 (recordkeeping) and FINRA Rule 3110 (supervision). All client communications are archived with tamper-proof timestamps.
Supports electronic filing of Form 2848 (Power of Attorney) and Form 8821 (Tax Information Authorization) with secure client signature capture.
Annual third-party audits of security, availability, and confidentiality controls. Meets institutional investor due diligence requirements.
Send your first engagement letter quickly. No credit card required.
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