Intake ends. Retainer doesn't follow.
The traditional intake funnel has a fatal gap: a prospective client submits their information, then receives an email days later asking them to sign a retainer through a separate tool they've never used. Many never do.
Every day between intake and signature is another day a competing firm can reach them first.
Sign is a step in intake, not a separate workflow
Everything included with Case Compass eSign
Sign during the intake session
Retainer agreements appear as a native step in the intake flow. No redirect to DocuSign. No follow-up email to track down. Clients sign while they're engaged.
Multi-document retainer packages
Send a full retainer package — retainer agreement, medical authorization, fee disclosure — for signature in a single eSign block. Everything signed in one step.
SMS reminders for pending signatures
If a client leaves before signing, automated SMS reminders bring them back. Configure frequency and timing from the dashboard without manual follow-up.
Client download from the portal
Signed documents are immediately available in the client portal for download. No need to email copies — clients can access their documents when they need them.
Signed docs auto-attached to notifications
When a signature completion notification goes to your team, the signed PDF is already attached. No manual document retrieval from a separate platform.
ESIGN Act and UETA compliant
Every signed document includes an audit trail: timestamp, signer identity, and IP address. Legally binding signatures that hold up in any jurisdiction.
Frequently asked questions
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 after intake
See how in-flow e-signing looks in a live Case Compass account.