For solo attorneys, small firms & in-house counsel
E-signature for law firms: engagement letters, intake, and settlement paperwork
A new matter shouldn't stall on a conflict check, an unsigned engagement letter, or a retainer sitting in someone's inbox. ClinReady Sign routes intake, engagement, and closing paperwork with a defensible audit trail on every signature.
How teams use it
Engagement & retainer agreements
Scope of representation, fee structure, retainer terms, and contingency-fee agreements with lien disclosure and settlement authority language.
Client intake & conflicts
Client and matter details plus adverse-party capture for conflicts screening, before a signature ever goes out.
Confidentiality & authority documents
Mutual NDAs and limited powers of attorney with scope, effective dates, and a notary or witness block.
Litigation & closing paperwork
Settlement agreements and general releases, plus authorizations to obtain medical, employment, or billing records.
Paper intake capture
Photograph a signed intake form or exhibit; AI de-skews, orders, and OCRs the pages into a clean, searchable PDF you can download. Included on every plan.
Audit-ready evidence
Every envelope carries a SHA-256 hash, a certificate of completion, and an exportable, timestamped audit trail.
Templates in the box
The Legal template pack ships with the documents a matter moves through from intake to close:
Legal Services Engagement Letter
Scope of representation, fee structure, retainer, billing cycle, and termination terms with client signature.
New Client Intake & Conflict Check
Client and matter details, adverse parties for conflicts screening, and preferred contact consent.
Contingency Fee Retainer Agreement
Contingency percentage, cost advances, lien disclosure, and settlement authority acknowledgment.
Mutual Non-Disclosure Agreement
Two-way confidentiality terms, permitted disclosures, term, and return-of-materials obligations.
Limited Power of Attorney
Grant of limited authority to an agent, with scope, effective dates, and notary/witness block.
Settlement Agreement & General Release
Settlement amount, release of claims, confidentiality, and no-admission-of-liability terms.
Authorization to Obtain Records (Legal)
Client authorization for counsel to request medical, employment, and billing records from third parties.
Client Consent to Electronic Signature & Communication
ESIGN/UETA consent, e-service of documents, and email/text communication preferences.
Signing and audit trail, not a certification claim
Every engagement letter, retainer, and release produces a SHA-256 document hash, certificate of completion, and exportable audit trail — evidence that stands up if a client, opposing counsel, or the bar ever questions a signature. We do not hold a HIPAA or SOC 2 certification and don't claim to. Read the full compliance posture.
Frequently asked questions
Is an e-signed engagement letter enforceable?
Every signature captures ESIGN/UETA consent and produces a certificate of completion with a SHA-256 document hash and timestamped audit trail — the same category of evidence courts and bar authorities expect for an electronically signed engagement letter or retainer.
Can we run conflict checks before a client signs an engagement letter?
The New Client Intake & Conflict Check template captures adverse-party details up front, so intake staff can clear conflicts before the engagement letter and retainer are sent for signature.
Does ClinReady Sign handle contingency-fee retainers and settlement releases?
Yes. The Legal template pack includes a contingency fee retainer with lien disclosure and settlement authority, plus a settlement agreement and general release template with confidentiality and no-admission-of-liability terms.
What does it cost for a small firm?
Every plan starts with a 14-day trial — 1 user, 25 signature requests and 15 scanner pages, no card to start; a card is required to continue after day 14. Solo attorneys often start on the $15/month Starter plan; small firms typically run Professional at $49/month for 5 users.
Try it on your own paperwork
Start with a 14-day trial — 25 signature requests and 15 scanner pages, no card to start.