BriefcaseEarly access

E-signature

Signatures that live inside the file, not in a second system

DocuSign meters envelopes and lives outside your matter. Briefcase's e-signature is part of practice management: unlimited, bound to the exact version of the document that was signed, and filed back into the matter the moment it's executed.

No envelope math

There is no per-envelope charge and no annual cap to ration. Send what the matter needs. E-signature isn’t an add-on here — it’s how documents get executed in the system that already holds them.

Signed on the document, bound to the version

Signers sign on the pages themselves — the actual document, not an abstract list of fields. Every signature request is bound to an immutable version of the document: what was signed can never be quietly swapped, because versions in Briefcase are never overwritten. When everyone has signed, the executed instrument files itself into the matter as the next version — named by your firm’s convention, never edited again.

Generate, and the boxes are already placed

A document generated from one of your templates arrives at the send screen with its signature and date boxes already aimed at the right people — the ordinary send is a review, not a placement job. Generate, save, send.

And a gate in your workflow can wait on the signature itself: a matter doesn’t advance past “engagement signed” on somebody’s say-so when an envelope is still outstanding.

Coming email delivery of signing links. Today the link is handed to the signer by the firm (or through the client portal); automatic delivery ships with our notifications rail, and until it does the product says so rather than pretending it sent something.

Briefcase is in early access with a working firm on it today.

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