Every new client means a new engagement letter. And every engagement letter means manually updating the client's name, address, case details, and fee structure. It's tedious, time-consuming, and prone to embarrassing copy-paste errors.

What if you could create your agreement template once, and have all the client and case details filled in automatically every time you use it?

The Manual Way

Here's what sending a client agreement typically looks like:

Open Your Template

Find your Word document template. Make a copy so you don't overwrite the original.

Find and Replace

Manually update the client name, address, email, phone, case category, and fee amounts. Hope you don't miss any.

Save as PDF

Export to PDF, give it a sensible filename, save it somewhere you can find later.

Email or Use E-Signature Tool

Email the PDF, or upload to DocuSign/HelloSign. Wait for client to sign and return.

Save the Signed Copy

Download the signed agreement, rename it, save it to the client folder. Another manual step.

Lots of manual copying. Risk of errors. Time spent on admin instead of clients.

The Smart Way: Templates with Placeholders

With digital contract templates, the same process becomes almost instant:

Create Your Template Once

Build your agreement template with placeholders like {{ClientFirstName}}, {{ClientAddress}}, {{CaseCategory}}.

Assign to a Case

Select the template from within a case. All placeholders are automatically replaced with the client's actual details.

Generate a Signing Link

One click generates a secure link. Send it to your client via email or message.

Client Signs on Any Device

Client opens the link, reviews the agreement, and signs with their finger or mouse. Works on phone, tablet, or computer.

Auto-Saved to Case

Once signed, the agreement is automatically converted to PDF and saved in the case documents. You get an email notification.

No manual editing. No copy-paste errors. Signed agreements in minutes.

Why Digital Contracts?

Faster Turnaround

No more waiting days for a signed agreement. Clients can sign from their phone in under a minute.

Zero Copy-Paste Errors

Placeholders pull data directly from the client profile. No more "Dear [Previous Client Name]" mistakes.

Reusable Templates

Create your template once. Use it for every client. Update it in one place when your terms change.

Automatic Record Keeping

Signed agreements are automatically saved as PDFs in the case. Easy to find, easy to audit.

Email Notifications

Get notified the moment a client signs. They also receive a copy of the signed agreement.

Learn More

Ready to create your first contract template? Check out our step-by-step guide:

Creating and Sending a Contract for Signature

Learn how to create contract templates with placeholders, assign them to cases, and send secure signing links to clients.

Digital Contracts: Get Client Agreements Signed in Minutes, Not Days