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Build a template once, including options like conditional logic and e-signature, and you’ll never need to manually draft that document ever again. Scheduling There are several ways to use Lawmatics to take the manual work out of your scheduling: Booking links allow clients to book their own meetings based on your availability.
General Fields General fields are intended only for questions where the answers don’t need to be stored on the CRM record itself. It's important to note that this option isn't compliant with e-signature regulations, so it isn't considered a legally binding e-signature. Learn about our compliant e-signature features here.
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