The Send eSign Document action allows you to automatically send an eSign document for signature when a workflow runs. This helps law firms streamline document signing by automatically sending pre-configured documents, such as fee agreements, retainers, or intake disclosures, at the appropriate stage of a workflow.
How to Add the Send eSign Document Action
Open Workflows from the left navigation menu.
Create a new workflow or open an existing workflow.
Configure the workflow Trigger and any required Conditions.
Click Add Action.
Select Send eSign Document.
Select the eSign document template you want to send.
Configure the required recipient and document details.
Save the action.
Configure the eSign Document
Fill out the setup fields to specify the record, template, and recipients for the eSign request.
1. Choosing the Case & Template
Matter Id/Lead Id (*): Required field. Map this dynamically using merge fields to pull the Matter ID or Lead ID from your trigger (like when a matter changes stages) or a previous search step.
Select eSign Template: Choose one of your saved eSign templates from the dropdown menu. Once selected, Lawcus will automatically fill in the default subject line and body text attached to that template.
Subject () & Message (): Required fields. Review or customize the email subject line and message text. You can type custom notes or use merge fields to personalize the email for each recipient.
2. Setting Up Signers
Once you pick a template, the action will show the signer slots defined in that template:
Primary Signer: Map the client dynamically using merge fields from your trigger step, or pick a specific contact.
Additional Signers: If your template requires multiple signatures (like both the client and the lead attorney), assign each additional signer on the template and map it using dynamic values or static contacts in workflow.
Example Scenarios
Retainer Sent Upon Payment: Automatically dispatch a retainer agreement for electronic signature as soon as an initial retainage payment is logged (Payment Received trigger).
Automated Engagement Agreements: Send a fee agreement immediately when a case moves into an intake stage (Matter Moved to Stage trigger).
Dynamic Merge Fields Reference
To learn how to dynamically populate these fields using variables from your workflow triggers or search steps, refer to our Understanding and Using Merge tag Fields in Lawcus Workflows article.
Summary
The Send eSign Document action accelerates document execution by automating agreement delivery. By linking dynamic Matter/Lead IDs and mapping signers directly from your workflow steps, your firm ensures prompt client sign-offs without manual administrative effort.