The traditional funnel
Client submits intake, then gets a DocuSign link later. Every day of delay is another day a competing firm can reach them first.
- Separate tool after intake
- Drop-off between complete and sign
- Staff chasing signatures manually
eSignINTAKEOS
Close the retainer
before the session ends.
The gap between intake completion and signed retainer is where most firms lose clients. Embed e-signatures in the IntakeOS flow so clients sign while they're still engaged.
From intake to signed ↓
THE FATAL GAP
Intake ends.
Retainer doesn't follow.
A follow-up email days later to a tool they've never used is where signed cases disappear.
Sign is a step in intake
Not a separate workflow. Questions, score, retainer, signature — one session. Notification and signed PDF land with your team.
- Native eSign block in IntakeOS
- Pre-filled from intake answers
- Session complete when they sign
SAME SESSION
From questions
to signed PDF.
Five steps. No handoff to another product.
- 01 / ASK
Intake answers
Client completes questions in chat or form.
- 02 / SCORE
Waypoint scores
Submission evaluated against your criteria.
- 03 / PRESENT
Retainer appears
Next step in the same session — pre-filled.
- 04 / SIGN
Client signs
In-browser. No redirect. Session complete.
- 05 / DELIVER
Team notified
Signed PDF attached. Ready for CMS sync.
INSIDE ESIGN
Built into intake.
Not bolted on after.
In-session signing, packages, and reminders — in IntakeOS.
Sign while they're
still engaged.
Retainer agreements appear as a native step in the IntakeOS flow — no DocuSign redirect, no follow-up email to chase.
- Embedded signing after intake questions
- Pre-filled from answers already collected
- Session complete when the ink is dry
In-session signing — part of IntakeOS
EVERYTHING INCLUDED
eSign in IntakeOS.
Fully wired.
In-flow signing, packages, reminders, portal download, and compliant audit trails.
Sign during the intake session
Retainers appear as a native intake step. Clients sign while they're still engaged — no separate tool.
Multi-document packages
Retainer, medical authorization, fee disclosure — signed together in one eSign block.
SMS reminders
Automated reminders for pending signatures. Configure cadence without manual chase.
Client portal download
Signed documents available in the client portal immediately after execution.
Docs on team notifications
Completion alerts to your team include the signed PDF — no retrieval from another platform.
ESIGN Act & UETA compliant
Audit trail with timestamp, signer identity, and IP address on every signature.
BEFORE YOU CLOSE THE GAP
Good questions.
Clear answers.
Can clients sign retainers during the intake session?
Yes. Case Compass includes in-flow e-signature collection as a native step in the intake process. After a claimant completes the intake questions, they are presented with the retainer or authorization form to sign — without leaving the intake session or being redirected to a separate tool. This eliminates a major source of drop-off in the traditional intake funnel.
Does Case Compass support multi-document signing?
Yes. A single eSign step in the intake flow can include multiple documents — for example, a retainer agreement plus a medical authorization form. Clients sign all documents in one session, which is particularly useful for multi-document retainer packages common in personal injury and mass tort cases.
What happens if a client does not sign during intake?
Case Compass sends automated SMS reminders to claimants with outstanding signature requests. You can configure reminder frequency and timing from the dashboard. The system tracks which leads have pending signatures so your intake team can follow up without manual monitoring.
Can clients download their signed documents?
Yes. Once a client has signed, their completed documents are available for download directly from the client portal. Signed documents are also automatically attached to the completion notification emails sent to your team.
Is e-signature in Case Compass legally binding?
Yes. Case Compass e-signatures comply with the ESIGN Act and UETA, which establish the legal validity of electronic signatures in the United States. Signed documents include an audit trail with timestamp, IP address, and signer identity information.
Does Case Compass replace DocuSign or Adobe Sign?
For intake retainer signing, yes. Case Compass eliminates the need to route claimants through a separate e-signature tool after intake — the signing step is embedded directly in the intake flow. This closes the gap between intake completion and retainer signature, which is where most law firms lose clients.
STOP CHASING SIGNATURES
Close retainers
in the same session.
We'll walk through in-flow e-signing in a live IntakeOS account — from questions to signed PDF.