How the engagement flow works
MatterFlow Legal automates the engagement process.
When you generate an engagement, MatterFlow Legal builds the document, inserts your firm branding and signature settings, emails the client a secure signing link, and stores the signed document automatically once completed.
What gets inserted automatically
MatterFlow Legal uses your configured firm details, attorney signature settings, and selected template to produce a professional client-facing document.
That reduces manual editing and helps keep your engagement process consistent across matters.
Why this matters
Standardizing the engagement process makes it easier for firms to move quickly while keeping document presentation more polished and reliable.