Engagement Letter E-Signature Reminder Chain

What this automation does, step by step

1. Once an engagement letter or other document is sent for signature through DocuSign, the automation automatically starts a reminder countdown: any document still unsigned by day 1 triggers a friendly email nudge, day 3 adds a text reminder through Twilio, and day 7 escalates to a phone call task assigned directly to the legal assistant in Clio.

2. Each reminder pulls the client's name and document title automatically so nothing reads as a generic template, and the moment the document is signed, the sequence cancels itself and the matter automatically moves to the next intake stage in the practice management system.

3. Legal assistants who used to track pending signatures in a spreadsheet and manually follow up now recover documents days faster on average, and engagement letters rarely sit unsigned for more than a week.