Can clients decline and explain why?

Yes. A client can decline with a reason, such as a question about a clause, and the sender sees it immediately.

Can each partner keep private templates?

Yes. Templates are shared with the workspace by default, and any one can be marked private.

Does a client need software to sign?

No. They open a secure link in their browser on a phone, tablet or computer.

Guides · By industry

E-signing for barristers' and solicitors' practices.

A practice sends a steady stream of paper that clients must return: engagement terms, authorities, instructions and acknowledgements. Here is how firms of any size can route that paper through SignAndGo, keep partners in control of what goes out, and hold a clear record of each step.

Start every client relationship the same way

Most firms open a new file with a letter of engagement and their standard terms of engagement, often alongside a client information sheet. Put all of them in one envelope. The client initials each page of your terms, signs the letter, and fills in text fields for contact details and any IRD number you collect. An upload field lets them attach photo identification for your client onboarding checks.

Save the bundle as a template with a Client role, and the receptionist only needs to enter the client's name and email to send it.

Partners approve before the client sees it

Many practices want a partner to look over engagement letters or fee estimates before they leave the building. Add the partner as an approver at the start of the envelope. If a document should be countersigned by the firm once the client has signed, add the partner as the final signer instead, so the order runs client first, firm second.

Approver first: a partner checks the letter before it goes out.
Client signs and initials, then the firm countersigns.
The staff member running the file is copied in on the finished copy.

Authorities and instructions on property files

On a sale or purchase, clients sign your authority and instruction form and confirm their settlement details. Send these as their own envelope, with both owners signing at once so neither waits for the other. Trustees of a family trust can each be added as a separate signer.

For settlement statements or reporting letters a client only needs to read, send them review-only. The client confirms receipt, and you have a dated record that they received it.

Helping clients understand what they sign

Switch on document summaries and clients can read a plain-language overview before signing. Inside the firm, staff can get a plain-language summary of a contract's key terms, or compare two drafts of an agreement to see exactly what the other side changed.

Every completed envelope comes with a completion certificate and a verification ID that anyone can check online, which is handy when a document is passed to another firm.

Common questions

Can clients decline and explain why?: Yes. A client can decline with a reason, such as a question about a clause, and the sender sees it immediately.
Can each partner keep private templates?: Yes. Templates are shared with the workspace by default, and any one can be marked private.
Does a client need software to sign?: No. They open a secure link in their browser on a phone, tablet or computer.