E-Sign Retainer Automation
Automated retainer delivery via e-signature with smart reminders
What This Automation Does
How It Works
Retainer Approved
Attorney clicks "Send Retainer"
Generate Agreement
Auto-populate template with client info + terms
Email: E-Sign
Subject: "Your Retainer Agreement" — Secure e-sign link, terms summary
SMS: Heads-Up
"Retainer sent to email. Sign electronically in 2 minutes! 📝"
Wait 24 Hours
First reminder
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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