case study · legal · usa
Retainer agreement portal
- client
- A US law firm
- industry
- Legal
- country
- USA
- stack
- Laravel · MySQL · Adobe Sign
instant
multi-party signing
wizard
agreement creation
2 systems
HRMS + case mgmt wired in
The client
A US law firm with many practice areas, many attorneys, and a retention rate that depends on how quickly a new engagement can be signed.
The problem
Agreements were handled by hand, slowly enough that clients were sometimes lost before they signed. The firm needed attorney assignment, correct routing between trust and operating accounts, and multi-party signatures that close in one pass.
What we built
A portal shaped around how the firm signs:
build / 1
Agreement creation by wizard
The back office assembles a retainer agreement step by step, in minutes rather than in a drafting session.
build / 2
Adobe Sign, multi-party, in sequence
Every signer in the right order, automatically. Agreements are finalised the same day they are issued.
build / 3
Compliance built into the flow
Payments route to trust or operating accounts as the regulations require, and the portal is wired into the firm's HRMS and case-management systems.
what changed
1 pass
to sign a multi-party retainer agreement. Onboarding stopped losing clients to the paperwork.
an engineer replies within 24 hours
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