Retainer e-signature
From intake to review, without retyping.
When an intake matches your firm's criteria, Vetted Intake can fill an engagement-letter draft and place it in your review queue before signature.
Drafts your retainer with the facts the client just gave.
Keeps the draft in your review queue before it is sent for signature.
Uses your templates and your rules on when to send.
Moves a qualified intake into the firm's review and signature workflow without retyping.
Case qualifies
When intake clears your bar, the engagement letter is prepared.
You approve
Review and approve the draft before it is sent for signature.
Client signs
After attorney approval, the client can e-sign from a phone.
Reduce delays between qualification, approval, and signature.
The facts flow straight from intake into the retainer.
A documented review and signature workflow.
See Retainer e-signature in your firm's workflow.
Review the attorney-controlled signature workflow; the public demo does not create or send a retainer.
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