Sending Forms and Documents to Clients
Lawmatics can help speed up and automate your intake process with our electronic versions of your forms and documents. These are found under the Assets tab at the top of Lawmatics, when you hover on it you’ll see both Custom Forms and Custom Documents as options.
If you are looking to fully automate your process, you can build any of these forms and docs into automations so that they will send to your matters automatically when triggered. We have several pieces of help content regarding automations that will teach you how to do this.
You may prefer a bit more of a personal touch when sending these things out, so instead of building them into automations, you can still use Lawmatics to send them out electronically with just a few clicks. We call this the “manual” method for sending them out.
Manually Sending Documents for E-Signature
The easiest way to send a document to a client is to do so from their matter page. You'll do this by clicking the blue button at the very bottom of the matter that says Send Document.
You will then select the document you wish to send. This will pull up the familiar options of Signature Requester, Contact Signer 1, etc. and it will also pull up a preview of the document with this particular matter's fields merged in.
Click the Edit Before Send button to make any one-off changes to the document. These changes will not update the template, but instead will only apply to the document for this particular matter.
Click Send at the bottom once you have finished your edits, and the document will be emailed out for e-signature.
You can also send a document template from the Custom Docs page. This does not allow for one-off edits like the method above. To do this, follow these steps:
- Hover on assets and select custom docs
- Click the eyeball icon on the right side of the page for whichever doc you want to send
- Use the Preview by Matter box in the top right to preview the document with a given matter’s fields merged in
- If you notice any mistakes, go back to the matter (by searching in the search icon in the top right) and make sure to populate those fields
Once you've previewed the document and you’re ready to send, you'll click send at the bottom right. You will see the following box appear once you click send:
The number of contact signers and firm signers will vary based on the specific document. For Contact Signer 1, you’ll want to make sure you select the matter rather than the contact. If you do choose the contact, it will still send the document appropriately, but in order to see the activity of the document being sent on the matter’s timeline internally, you’ll need to select the matter.
If you want to view an overview of all of the e-signature documents you sent out, you can hover on assets and go to E-Signatures. The Signature Requests section will show you all pending and completed requests. Once a document has been signed by all necessary parties, its status will change to completed and you can download it from the arrow icon on the right.
The document will also automatically save to the matter once it is completed, as long as it was sent to a matter signer.
Manually Sending Forms
If you are looking to send a form to someone who is not yet created as a matter in Lawmatics, you’ll do so by hovering on assets and selecting Custom Forms. Then, as long as the form is not internal, you can click the … icon on the right and select Share.
When the person fills out the form and submits it, a new matter will be created for them.
If you want to share a form to an already existing matter, you’ll open their matter page (by searching their name, clicking their matter on the pipeline, or from the CRM) and click Form Actions at the bottom.
From here you can either open a form to be filled out internally, or share a form directly to this matter. Sharing the form will email it to them to fill out. It will show the form share on their activity timeline, and will also automatically save the submission once they have filled out and submitted the form.
Sharing the form this way will not create a new matter, but rather will update the already existing matter.