Chat with financial professionals for secure interactions. Share documents and images during sessions. Review contracts and other materials. Conduct business remotely through a single platform.
Upload and edit with signature fields, initials, dates, and text. forms with contact info or images. Send signature requests and track completion status. Save and share signed securely.
Sign by drawing or typing a custom signature. Fill out forms with text, dates, and checkmarks. Import files from any source. Manage and share signed directly.
Using iPhone or iPad camera. Convert to PDF or image formats. Edit text, crop, and annotate scans. Save, organize, and share files. Sync with cloud storage services. Export as email attachments or social media posts.
Create and manage workflows with step-by-step guidance from verified attorneys. Track progress across cases, set reminders, and access real success rates for each matter. Share documents and collaborate with teams securely.
Track time with automatic logging. Enter expenses quickly. Generate invoices instantly, including bulk options. Manage IOLTA trust accounting with one click. View financial reports and firm performance metrics.
Create documents using 200+ professionally drafted templates. Customize contracts with smart field suggestions. Add clauses, sign digitally, and share via email or cloud storage. Track history and manage multiple versions.
Create and apply digitized handwritten signatures to documents. Import files from email, cloud storage, or device. contracts, forms, and agreements directly on your phone. Save and share signed documents securely.
And sign documents directly from your computer, phone, or tablet. Manage and organize signed files. Collaborate with others by sharing and tracking document status. Send reminders for pending signatures. Export signed documents in multiple formats.
PDF with e-signature features. files into digital formats. Organize and store securely. Share signed files via email or cloud services. Edit and annotate PDFs directly within the .