E-Sign Retainer Automation
Automated retainer delivery via e-signature with smart reminders
StandardProfessional ServicesSaves 3-5 hours/week
What This Automation Does
E-Sign Retainer Automation automates the entire process from trigger to completion. This simple workflow uses to deliver measurable results. Expected impact: E-sign closes 3x faster. Reduces retainer drop-off by 45%..
How It Works
1
Retainer Approved
Attorney clicks "Send Retainer"
2
Generate Agreement
Auto-populate template with client info + terms
3
Email: E-Sign
Subject: "Your Retainer Agreement" — Secure e-sign link, terms summary
4
SMS: Heads-Up
"Retainer sent to email. Sign electronically in 2 minutes! 📝"
5
Wait 24 Hours
First reminder
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$199/mo
Standard plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
One-Time Setup Fee
$350
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
Schedule a Free Consultation
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
TCPA
All automated communications are consent-based with opt-out compliance.