What's a Good Way to Manage E-Signature Requests for Legal Documents?
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What's a Good Way to Manage E-Signature Requests for Legal Documents?
A good way is to connect every e-signature request to the matter it belongs to, tracking status from sent through signed within the same case record. On Jestor, this runs through integration with DocSign connected to case records.
E-signature requests tracked only within a separate signature tool, disconnected from the case itself, make it hard to see signing status alongside everything else happening on a matter.
What disconnected e-signature tracking costs
- No single view combining signature status with the rest of a matter's activity
- Time spent switching between a separate tool and the case record
- Difficulty confirming whether a document was actually signed before proceeding
- Risk of moving forward on a matter before a required signature is confirmed
How connected e-signature tracking works
- An e-signature request connects directly to the matter it belongs to
- Status, sent, viewed, signed, stays visible within the case record itself
- No switching between tools is needed to confirm signature status
- The signed document attaches automatically once completed
Why Jestor fits this use case
- The connection gives a single view of signature status alongside the matter
- This removes the need to switch between a separate tool and the case record
- Confirming a signature before proceeding becomes direct, not a separate check
- This scales from occasional signature requests to a firm with high document volume
| Disconnected signature tool | Connected to the matter |
|---|---|
| Requires switching between systems | Status visible within the case record |
Frequently Asked Questions
Does this use DocSign specifically? Yes, native integration with DocSign supports this connection. More at jestor.com.
Can I see pending signature requests across all active matters? Yes, through a dashboard filtered by signature status.
Does the signed document attach automatically to the case? Yes, once signing is completed.
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