For law firms
For law firms: engagement letters, closings, and data rooms.
Take on a client with one link, run a closing with every signature held until you release it, and share diligence in a data room, from the same account, at a price on the page.
Everything on this page comes with Business. Start free, with three documents a month and no card.
What law firms do on ShareSign
01
A new client in one link
They give their details once, which fill your engagement letter, sign it, and pay the retainer: into your trust account by transfer, check, or cash, recorded when it arrives, or by card into your operating account. Their matter room opens once everything is in.
How it works02
Closings, signed ahead and held
Every party signs before the closing, and each signature is held until every condition is met or waived. One release completes and dates every document at once.
How it works03
A checklist the other side can read
Each document numbered under your headings, with whose job it is and a note, live for your client and downloadable as a Word document.
How it works04
Data rooms for diligence
A numbered index behind an NDA, with a request list for what the other side is still waiting for, and a record of every page anyone read.
How it works05
Letters that go out as you wrote them
Templates with your attorney pinned as countersigner, approval by a colleague before anything is sent, and a certificate on every signed PDF.
How it works
An estate planning practice in Albany, New York
One firm's week
Whitlock & Asher LLP takes on six new estate planning clients a week, each with a $3,500 retainer into its IOLTA account. Each client gets one link. They type their name and address once, which fill the engagement letter, sign it on their phone, and pay by bank transfer with a reference of their own. The firm records each transfer as it lands, the client is sent a receipt, and their matter room opens with the signed letter already filed.
When one of those clients sells the family business, the same firm runs the closing: twelve documents signed a week early, held, and released together on the closing call.
Free templates
Read each one whole, download it in Word, and send it for signature.
- Engagement letter template
A law firm engagement letter template: scope, fees, a retainer held in trust, conflicts, and ending the engagement. Free in Word, ready to sign.
- Closing checklist template
Two closing checklists: what to do before closing on a home, and what a business sale needs signed and delivered at closing. Free in Word, ready to share.
- NDA template
A mutual non-disclosure agreement template for US businesses: what is confidential, how it may be used, and how long it lasts. Free in Word, ready to sign.