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automatically create documents for e-signature 

Stop manually creating documents

The time spent manually copying and pasting information can really add up. Generate proposals and contracts in seconds by auto-populating templates. 

automatically create documents for e-signature 

Make your life easier.

4

Reduce manual labor

Manually pulling information from your database is easy, but it takes time and energy that could be used more efficiently. 

5

Seal the deal Faster

Get your clients their proposal or contract as soon as possible.  Streamline the process by using automations to do the heavy lifting. 

6

Increase Efficiency

Once a contract is signed, use automations to make your life easier. Automatically create client folders to save the signed document to. 

Still manually generating contracts?

Let’s change that:

1

Make sure client details are in your CRM or intake form

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Automatically pull client details into a template

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Send for e-sig and save to their folder 

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Generate contracts in seconds

Eliminate the need to copy and paste fields into a document manually. Pull all necessary fields automatically and generate your document in seconds.

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Follow-up for signature automatically

No more time spent tracking documents down for e-signatures. Set up automations to request and follow up on signatures automatically.

Keep the process moving 

Once you have received a signed document, we don’t stop there.
 
We can set up triggers to save the agreement in the client’s folder, create a team channel, or even send a notification to your team letting them know.
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want to learn more about how we can help you?

Case Study

Automating retainer agreement

Industry
Law Firm
LOCATION
CHICAGO
COMPANY SIZE
11 employees
  • Created template agreements
  • Mapped fields in CRM 
  • Generated agreement in minutes
  • Automatically send for esign

Loved by our clients

what they’re saying

“
A great experience
all around!
 
AT Law Group
“
Everything got so
much faster and smoother!
South Bay Financial Partners
“
RooksDM was excellent at helping streamline our systems!
 
FLIP LAW


Daleele Alison

Chat with Daleele

Interested in consolidating your technology and making your processes more efficient? Contact us today.