At a glance
In-portal signingClients sign from a secure token link — no attachment chase.
Field placementSignature bounds on PDFs before send.
Archived on the caseExecuted documents return to Documents with status.
Metered deliveryE-sign envelopes tracked in platform billing.
Signatures on the governed record
Engagement letters, service addendums, and client-facing PDFs complete in BoldSign and land back on the case — linked to the commercial timeline.
Clients sign from the co-branded portal; staff see status on the case.
What gets signed
- Engagement letters and scope of work
- Service addendums and commercial amendments
- Client-facing deliverables you choose to publish
Not a separate e-sign SKU
E-sign is infrastructure on the case record — the same place transcripts, strategy, and Work Verification live.
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