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Feature

E-signature & engagement letters

Generate, send, and track engagement letters with built-in e-signature. Plans include 30 signatures per month, with simple metered overage for high-volume offices — and a full audit trail on every signed document.

  • Engagement-letter templates with auto-filled assignment details
  • Legally binding e-signature with a full audit trail
  • Real-time signing status with IP and location stamps
  • 30 signatures per month included; $0.20 each beyond that

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