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Electronic signatures, built into Matter

Prepare letters and service agreements with case details, send them for electronic signature and keep the signed document with the case.

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A signed service agreement in Matter showing the client and migration agent signatures.
A signed service agreement in Matter showing the client and migration agent signatures.

Prepare the agreement

Start with a built-in template or an imported agreement. Fill in the client and case details, review the document and prepare it for signature.

Send for signature

Choose the signers and send the document for electronic signature from Matter. Track the signature request through the signing workflow.

Keep the signed document

Return to the case to find the signed agreement alongside its other documents.

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Try the client portal, document requests and form preparation with a case of your own.

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