DocuSign
Close retainer agreements in minutes, not days.
Docktix's DocuSign integration turns any retainer, demand, or settlement agreement into a signable envelope in seconds. Documents are pre-populated with case data, sent directly from the matter record, and automatically archived upon completion — giving you a tamper-evident, timestamped audit trail for every signature.
KEY BENEFITS
What you unlock with DocuSign
Pre-Populated Templates
Merge case data — client name, case number, fee percentage — directly into your firm's standard agreement templates before sending.
Mobile-Ready Signing
Clients sign securely on any device without needing a DocuSign account, removing friction that causes drop-off during high-intent intake moments.
Automatic Archiving
Completed envelopes are returned and stored automatically in the corresponding matter's document library with a full audit certificate.
Signing-Status Tracking
Monitor envelope status — sent, viewed, signed, declined — directly inside the Docktix matter record in real time.
COMMON USE CASES
How law firms use DocuSign with Docktix
- Send retainer agreements within seconds of a phone intake call
- Collect authorizations for medical records from injured clients
- Get settlement disbursement acknowledgments signed electronically
- Distribute and collect multi-party lien-resolution agreements
- Archive all executed documents with tamper-evident certificates
PRICING PLANS
Transparent Plans for Every Firm
Scalable solutions designed to grow with your practice.
Starter
- Up to 3 Users
- Basic Case Management
- Standard Intake Forms
- Email Support
Professional
- Everything in Starter
- Full AI Workforce Access
- Medical OCR & Chronologies
- QuickBooks Integration
Advanced
- Unlimited Users
- Custom AI Fine-Tuning
- White-Glove Onboarding
- Dedicated Account Manager
Ready to connect DocuSign?
Set up the DocuSign integration in 10 minutes and start automating your case workflows today.
