Do clients need an account to sign?
No.
Clients receive a secure link and can sign immediately without creating a MatterFlow Legal account.
Are signed engagement letters stored?
Yes.
Executed engagement letters are stored in the client record along with the related execution details.
Can I upload my firm’s engagement template?
Yes.
MatterFlow Legal supports PDF, DOC, DOCX, and HTML engagement templates.
Can I collect clients from my website?
Yes.
Use the Website Intake embed to collect client inquiries automatically from your law firm website.