Sort your documents by client, matter, or docket deadline to suit your workflow, and customize the parameters for sending out reminders.
With our Review and Approval feature, ensure that your documents receive any/all necessary approvals before they are sent out. Couple this with sequential signers, which allows your firm to preset the order of signers, and our CC option, which allows you to keep all interested parties in the loop, and your firm has a streamlined workflow.
FIRMS LOVE CLIENTSIDE
As a lawyer and entrepreneur, I’ve founded and grown three large law firms. We’ve always used innovative solutions to help our lawyers and admin team work better and faster. I’ve been using ClientSide for three months and have found it to be an incredibly valuable solution. I use the form builder to gather key client information and the electronic signature to save from overnighting documents back and forth. It helps me stay organized and improve our rapport with our clients. I wish I was able to use this solution with all of my firms. I will certainly use them for my firm and other ventures in the future.
The process is reliable with very little interaction from my chair. I can get closing documents executed that I know are going to be right – the first time.