E-Signature Follow-Up Automation
A done-for-you law firm automation built for the Client Onboarding Coordinator, connecting Twilio, DocuSign, and PandaDoc so the work below happens on its own.
What this automation does, step by step
Once an engagement letter or other document is sent out for signature, this automation tracks its status in real time and automatically sends a reminder email at 48 hours and a reminder text at 96 hours if it's still unsigned.
Documents that remain unsigned after 7 days trigger a task for the client onboarding coordinator to reach out personally, since a matter can't officially open, and billing can't officially start, until the engagement letter is signed.
Every reminder pulls the client's name and document title automatically, so nothing goes out generic or gets sent to the wrong person.
Engagement letters that used to sit unsigned for a week or more now typically close out within a day or two of the first reminder.
- E-signature platform (e.g., DocuSign or PandaDoc)
- Zapier or Make.com
- Twilio (SMS reminders)
- Email (reminder delivery)
- Practice management software (matter status sync)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a client onboarding coordinator has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. Over a month, those small manual steps add up to a significant amount of lost time.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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