Legal & Notary Offices
Accelerate client onboarding, automate document preparation, and collect signatures digitally. Maintain strict confidentiality with encrypted datarooms.
Laura Sterling
Managing Partner
Legal Services | 5-30 employees
Laura runs a busy legal practice handling contracts, real estate closings, and corporate filings. Her team spends excessive time on document preparation and chasing clients for signatures.
Challenges
Repetitive Document Drafting
Staff manually prepare similar documents for each matter, leading to inefficiency and inconsistency.
Signature Delays
Clients delay signing documents, slowing down deals and closings.
Version Control Issues
Documents go back and forth via email, creating confusion about which version is current.
Insecure Document Sharing
Sensitive legal documents shared through unsecured email channels.
No Centralized View
Case documents and client history scattered across email and file shares.
How Dropie Solves These Problems
Automate document preparation from client intake forms. Collect signatures digitally. Share documents securely through encrypted datarooms.
Typical Legal Workflow
Client Intake
New client completes branded intake form with case details and document uploads.
Client Record Created
Client record automatically created with all submitted information.
Documents Generated
Engagement letter, contracts, and other documents auto-generated from templates.
Signature Collection
Client receives documents for electronic signature. QES available for EU compliance.
Payment Processing
Retainer fee collected via integrated payment processing.
Dataroom Access
Client granted access to secure dataroom for ongoing document collaboration.
Client Portal
Client can access all their documents through secure portal.
Features Used
Secure Forms
Client intake forms with conflict check information and document uploads
Document Generation
Automatically generate engagement letters, contracts, and agreements
E-Signatures
Collect legally binding signatures including Qualified Electronic Signatures (QES)
Secure Datarooms
Share case documents with clients securely with version control
Client Portals
Give clients ongoing access to their case documents
Payment Collection
Collect retainers and filing fees
Audit Trails
Complete record of document access for compliance and privilege tracking
Benefits
Faster Document Preparation
Auto-generate standard documents from client information
Quicker Signatures
Digital signatures eliminate printing, mailing, and scanning
Version Control
Single source of truth in datarooms eliminates version confusion
Secure Sharing
Encrypted datarooms replace insecure email attachments
Client Self-Service
Clients access their documents without calling the office
Compliance Ready
Complete audit trails document access for privilege and compliance
Implementation Steps
Create Client Intake Forms
Build forms for different matter types with conflict check fields.
Upload Document Templates
Upload engagement letters, contracts, and standard forms as templates.
Configure Workflows
Create workflows for different matter types with appropriate document generation.
Set Up Datarooms
Configure secure datarooms for client document collaboration.
Configure Client Portals
Set up portals for clients to access their documents.
Apply Firm Branding
Customize all client touchpoints with firm branding.