DocuSign Integration
KEEP YOUR LAW FIRM MOVING FORWARD WITH E-SIGNATURE
The e-signature solution trusted by hundreds of millions of users.
With the integration of DocuSign and CaseLoad, you can now streamline your document approval and agreement processes, completing them in minutes or hours rather than days – no matter where you are in the world. DocuSign enables you to securely access, sign, and send documents with ease, while offering the flexibility to upload and send documents for others to sign. You can also send reminders and track the signing status in real time, giving you full control of the process.
This integration with CaseLoad’s document production allows you to send documents for signature within seconds, whether it’s for a single signer or multiple signers. You can even automate document workflows using Smart Events, so a complete package of documents can be sent out with a single action.
DocuSign is revolutionizing how business is done by empowering you to transact anytime, anywhere, and on any device – providing trust and confidence in every interaction. It keeps your firm agile, efficient, and always moving forward.s
How to Set Up DocuSign with CaseLoad:
Sign Up for DocuSign: If you don’t have a DocuSign account yet, visit DocuSign’s website to create one.
Link DocuSign with CaseLoad: Go to your CaseLoad settings and locate the DocuSign integration option. Follow the on-screen instructions to link your CaseLoad account with your DocuSign account.
Send Documents for Signature: Once integrated, navigate to the CaseLoad document production section, and select the documents you wish to send for signature. Choose the recipients and send them with a single click.
Automate Workflows: Leverage CaseLoad’s Smart Events to trigger automated document signing sequences, reducing manual work and improving efficiency.
Discover More
For more detailed overview of the full benefits of using DocuSign, click here.
“The DocuSign integration has transformed the way we handle documents across multiple practice areas. Whether it’s contracts or client agreements, it’s made the process faster, more secure, and much more efficient.”
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