Documents

3 guides

Templates, vault, sharing, and e-signatures.

Documents Guides

1

Using Document Templates

Notices, agreements, and deeds in minutes.

Step-by-step instructions

  1. 1
    Pick the right template

    Choose from vakalatnama, legal notice, affidavit, rent and employment agreements, and more.

  2. 2
    Fill matter fields

    Client, opponent, dates, and amounts pull from the matter automatically — verify each one.

  3. 3
    Review before generating

    Read the generated draft fully. Templates accelerate drafting; they don't replace judgment.

2

Collecting E-Signatures

Signed fee agreements without the paper chase.

Step-by-step instructions

  1. 1
    Send from the matter

    Dispatch the document link by SMS or email directly from the client's matter file.

  2. 2
    Track the status

    Watch sent → viewed → signed in real time, and nudge overdue signers after 48 hours.

  3. 3
    File automatically

    Signed copies with timestamps file themselves back onto the matter timeline.

3

Sharing With Clients Securely

Stop emailing sensitive attachments.

Step-by-step instructions

  1. 1
    Use the client portal

    Share through the portal so access is authenticated, logged, and revocable.

  2. 2
    Set expiry on links

    Time-limit sensitive shares — evidence bundles shouldn't live in inboxes forever.

  3. 3
    Check the access log

    Review who opened what before hearings to confirm clients actually received filings.

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