Professional Services · Documents

Signature Request Tracking & Follow-up

Track every outstanding signature request and follow up systematically.

Apps this needs

E-signature Platform Engagement letters, waivers and closing documents sent, tracked and confirmed. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup

How it works

  1. Tracks all pending signature requests firm-wide with their due dates/urgency, via the e-signature platform.
  2. Sends a reminder with a direct link to the signing party, escalating urgency for time-sensitive documents.
  3. Confirms completion and notifies the responsible professional, written to the PMS.
  4. Flags signatures outstanding past a risk threshold for direct professional outreach.

Data sources

E-signature platform pending request status Matter deadline data

What it targets

  • Signature requests completed within the expected timeframe Target 85%
  • Deadline-critical signatures completed on time Target 98%