How to Set Up the eSign Document Signed Trigger in Lawcus

The eSign Document Signed trigger automatically starts a workflow as soon as a recipient completes and signs an eSign document sent from Lawcus. This helps you keep your firm’s momentum going without waiting around, allowing you to instantly notify team members, update matter or lead statuses, convert leads into matters, or assign follow-up tasks the second a document is signed.
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When creating a workflow:

The workflow will automatically evaluate conditions whenever any eSign document is signed across your system.

By default, this trigger will run whenever any eSign document is completed. If you want the workflow to run only when a specific document or template is signed, expand the optional Entry Rules section.
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Entry Rules allow you to set smart conditions, such as filtering by the Template Name (e.g., "Fee Agreement" or "Retainer Agreement") or other matter/lead attributes, ensuring the workflow fires only for the exact document you intend.
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For detailed instructions on configuring these filters, check out our Entry Rules article.

Once your trigger and entry rules are set, click Continue to choose your automated actions. You can pick any action from the available list based on your firm's process, such as:

The eSign Document Signed trigger ensures that your administrative next steps kick off immediately after a document is signed. With no extra setup needed out of the box, you can use Entry Rules to filter for specific template names and pick any automated actions to keep your practice moving smoothly.