Document collection & e-signature
Collect the documents you need and get agreements signed — tracked, verified, on the record.
Engagement letters and forms are chased over email, signed copies live in someone’s inbox, and no one can see who has and hasn’t returned what.
- Documents and signatures chased over email
- Signed copies scattered across inboxes
- No view of what’s outstanding
- Manual steps hold up the start of work
Everything you need, configured to you.
Document requests
Request the required documents with status tracked per record.
E-signature
Agreements sent for signature with verification such as OTP.
Status visibility
See at a glance who has signed and what’s outstanding.
On-record storage
Executed documents attach to the right record automatically.
From first call to live.
Define the pack
Which documents and signatures are needed, and when.
Build the flow
Requests and signature steps configured against your records.
Automate chasing
Reminders and status updates run without manual follow-up.
File automatically
Signed documents land on the record, ready for audit.
- Document request & tracking
- E-signature with OTP verification
- Outstanding-vs-signed visibility
- Automatic filing to the record
- Reminders and status updates
Agreements signed without the chase
Engagement letters were chased by email and signed copies got lost. We added e-signature with verification and automatic filing against each record.
Common questions.
One call. A clear plan. No pitch deck.
Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.