Engagement letters
Send the letter for signature and configure follow-up in the existing conversation.
SolutionsLawyers & Attorneys
Keep the correspondence, document, and signature in one defensible workflow.
Track important client communication, share controlled documents, watermark sensitive files, request signatures, and preserve completion records.
Create a free account. Available on Pro.See plansEngagement letter.pdfA controlled link for Adrian Foster
Link expiration
7 daysViewer sessions
LimitedViewing and downloads are allowed.
Client document requests
List the documents needed for the matter and review what the client has returned.
Client check-ins
Prepare a personal message for an agreed date. Keep the correspondence and next steps together.
A clear process from first correspondence to signed agreement.
Keep controlled files, outstanding replies, and signature requests together through each client engagement.
Share sensitive exhibits with deliberate access.
Use recipient links, watermarking, expiration, and download settings for confidential review.
Prepare the engagement for each signer.
Assign client and firm fields and follow the request through to the completed document.
Make your next handoff a controlled link.
Upload the file, prepare access for one recipient, and decide how long the link should stay available.
Share a controlled documentPrepare your first document linkAlready using Elite?Open your documents
What you can do
- Client correspondence
- Document access controls
- Confidential watermarks
- Signature certificates
- Retention policy
- Role permissions
When the project changes
Review the people who still need access. Adjust each link independently and close access when the work is finished.
Good to know
Email open tracking is not proof of service, receipt, reading, identity, or consent. Follow the rules that apply to the matter and jurisdiction.
Electronic signature and certified-message evidence must be evaluated against the firm's legal, ethical, retention, and security obligations.
Lawyers & Attorneys FAQ
Answers about setup, compatibility, privacy, and day-to-day use.
No. It records and classifies network requests. Use legally recognized service or receipt methods when proof is required.
Move your next opportunity forward.
Keep the matter, its correspondence, and the next decision together.
