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Yantra Firms

Sign the client

From consult to signed engagement in a day

Send your engagement letter for e-signature with Document Sign and see where each signer stands. When you turn a matter down, send a non-engagement letter the same way, so the declination is on record.

  • Your engagement letter saved as a template
  • Each signer's status at a glance
  • Non-engagement letters on record when you decline
  • Signed copies kept with the envelope
Turn on engagement letters Compliance guide

Sign the client

Goes well with engagement letters

Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.Client portalComing soonA secure place for clients to upload documents and message your team.