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Deep Dive Recap: Ditch Pen & Paper for Document and E-Signature Automation

Lawmatics

Step into the paperless revolution with Lawmatics, where document drafting and e-signature requests are made easy and efficient. With this type of template, you will begin by uploading a base PDF file, and then you’ll drag and drop any merge fields or signature fields over the base file.

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Deep Dive Recap: Automate Efficiently with Entry and Exit Conditions

Lawmatics

Use Contact type for Automations that could run on any contact, such as referral partners, other attorneys, etc. AND Example A firm requires a client to both fill out a form and submit a requested file in order to trigger the next action in the Automation. A great example of this is fee agreements or retainers.