Help centerYour clients

Sample: Sign a document from your law firm

Open a document your law firm sent, sign the fields marked for you, and submit it.

In this article6 sections

Before you start

Your law firm may send you a document to sign online, such as a retainer agreement. If you have a question about it, message the team at your law firm before you sign.

  1. Open the document

    Tap Click here in the email asking for your signature. Or open your case and, under To DoTo Do The list on a case of things waiting for you, such as forms to fill in, documents to sign or events to confirm., choose Open Task beside it.

    You can also open E-signs.

  2. Fill in your fields

    Only the fields for you can be changed. The others are for someone else, such as your attorney.

    A retainer agreement open for signing on a phone, with the client's fields and an empty signature box
    Mobile
  3. Sign it

    Tap each signature box that's yours. Draw your signature, choose Type to type your name, or choose Image to use a photo of your signature.

    The signature window on a phone, with a signature drawn
    Mobile
  4. Submit it

    Choose Submit.

What happens next

Your law firm is told you've signed. Once everyone has signed, you get an email with a link to the signed copy.

Your law firm may have changed what you can do in the portal. If an option described here is missing, ask your firm.

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