Send for signature, track who’s signed, keep evidence ready when you’re asked

Client Signing

Send to a client party, track signatures, keep their file ready

For advice firms, legal practices, and accountants who send documents to a client party — not mail-merge campaigns

Work from the client, not a blast list. Add everyone in the party who needs to sign or receive the document, send once, and keep hosted evidence tied to that client.

• Client-first sends — one engagement, one or more people in the party
• Evidence when you need it — signed copies ready to export for audits and file reviews
• Retention that matches professional obligations — keep hosted evidence for the window you need
• Broadcasts still available when you need announcements across many clients
• Same trusted send, track, and retain engine as Document Signing campaigns

Campaigns

Mail-merge document campaigns with tracking and evidence

For teams that send the same document shape to many recipients — lettings, schools, compliance programmes, and operations

Pin a template, attach a recipient list, launch once, and track who signed. Built for repeat compliance sends at volume.

• Stop chasing signatures — send once, track who signed, remind the rest automatically
• Evidence without the scramble — signed copies and status kept together, ready to export when governance or audit asks
• Retention that matches the obligation — keep hosted evidence for the window you need, not until someone remembers to file it
• Ready-made options for the situations you send again and again
• Organise workspaces the way you work — separate clients, sites, or teams as you need

Every plan includes document sends each month and a hosted evidence window after sends close. Need longer for a ready-made option? Extra months are quoted at launch from recipient count. Workspace-wide retention extensions and send packs are optional add-ons below.