Tag Archives for " electronic signatures "

Our Client Onboarding System

We are constantly looking for ways to be more efficient, with the goal of saving time and money for our clients. In our pursuit of that goal, we use technology to automate tasks whenever possible. One task that was ripe for automation was our client onboarding procedure.

Our system was already in place when I stumbled upon a blog post from Automio, a legal tech company with offices in New Zealand and Australia. The author does a great job of explaining the "why and how" of automated onboarding system: 

"Clients dislike meeting with lawyers. They dislike the inconvenient meeting times, the travel to and from the lawyer’s office, finding the lawyer’s office, finding a car park, finding out no one knows the law firm’s WiFi password, filling out new client forms, drinking sh*t coffee, having to explain their problem to get the lawyer up to speed … basically meetings with lawyers suck.

Yet the first meeting with a client is an important opportunity to impress the client with your wit and intellect, and to demonstrate the value you can provide and the results you can get. But is all that form filling out and getting up to speed on the client’s issue really an efficient use of your time and your client’s time? Is it adding value? The short answer is no."

So true!

The article goes on to describe a solution which is virtually identical to ours:

Step 1: Have the client answer an online interview

When a potential new client gets in touch, we provide them with the link to our onboarding page where a bot walks them through an interview and gathers information necessary to perform a conflict of interest check, open a file, prepare an Engagement and Fee Agreement, and set up access to our Client Portal.

The interview can be conducted at the client's convenience, in the comfort of his or her office or home.

Once the client has finished the interview, we are notified by email (and a transcript of the interview is sent by email to the client.

Step 2: We add the client’s answers to our practice management software
Step 3: Create terms of engagement

The client’s answers to the online interview instantly create a customized Engagement and Fee Agreement. We hold on to this draft agreement until after we've met with the client (see step 5), and then make any tweaks necessary before sending to the client for signature.

Step 4: The client schedules an online meeting

Upon receipt of the client's answers to the interview, we provide him or her with a list of available dates and times for an online video conference.

Step 5: We meet with the client online

By the time of this meet with the client we, of course, already have all their client information and the basics of the matter for which they seek representation, so we can dive straight into it without wasting any time.

Step 6: The Engagement and Fee Agreement is sent to the client

During our meeting with the client we’ll find out any additional information needed to update the Engagement and Fee Agreement. The Agreement is then sent to the client for signature using our electronic signature software.

Once the Agreement is signed, the client is given access to the Client Portal where secure communication and delivery of documents will take place. 

The client is now "onboard" and we are ready to provide whatever service(s) the client requires.

Electronic Signatures


An electronic signature is an “electronic sound, symbol, or process, attached to or logically associated with a contract or other record and executed or adopted by a person with the intent to sign the record.” In simpler terms, it is a signature that you can use electronically, either by inserting a preformatted signature into a document, or by using a third-party tool that allows you to sign something from your computer.

Electronic signatures are legally binding in most business and personal transactions in almost every country in the world.

There are clear advantages to electronic signatures over "pen on paper" signatures.  Even for traditional "brick and mortar" law practices, electronic signatures dramatically cut turnaround time for documents, and they eliminate the hassle of dealing with paper, printers, scanners, postal services, and couriers.

For my practice, the ability to use electronic signatures is essential. I am a "digital nomad" and when I require a signature on a document, I am just as likely to be in Costa Rica or Singapore as I am to be in Scottsdale, Arizona. I am able to get a document signed by multiple parties, each of whom might be on opposite sides of the globe, within minutes, without leaving my desk. 

We utilize the "Docsketch" electronic signature system which fully complies with:

  • The Uniform Electronic Transactions Act, also known as UETA of 1999;
  • The Electronic Signatures in Global and National Commerce Act, which is commonly known as the ESIGN Act of 2000; and 
  • The EU Electronic Identification and Authentication Services Regulation (910/2014/EC), commonly referred to as eIDAS, which took effect on July 1, 2016 and replaced both EU Directive on Electronic Signatures 1999/93/EC and other EU member state laws that were inconsistent with eIDAS.

Each of these acts reinforces the validity of electronic agreements. According to the ESIGN, for example, a contract “may not be denied legal effect, validity, or enforceability solely because an electronic signature or electronic record was used in its formation." In Arizona, as in at least 46 other states that have also adopted the UETA, electronic signatures are recognized the same way as “ink” signatures if they meet the requirements of the UETA. (*Click HERE for a boring discussion of the details of these requirements).

Docsketch allows us to not only collect digital signatures but also to authenticate each signature, including recording the time and date when the electronic signature is provided, recording the IP address of the signatory, and recording the email address utilized by the signatory to provide the digital signature. These precautions ensure the signature can be defended against any challenge of authenticity.

If and when you receive a document to be signed, you will be guided through the simple steps required.

Under the UETA, an “electronic signature” must consist of “an electronic sound, symbol or process … executed or adopted by an individual with the intent to sign the record.” Simply using email to communicate and transmit documents does not trigger the UETA. The UETA does not supplant common law principles of contract formation. The circumstances surrounding the electronic signature must show that it was adopted with an intent to do a legally significant act. The UETA still retains the logical common law rule that a signature is only valid if the signer intends to sign something.

Also, the electronic signature must be “linked to, or connected with, the electronic record being signed.” (UETA § 2, official cmt. 7). The official comments to the UETA illustrate the concepts in play. “In the paper world, it is assumed that the symbol adopted by a party is attached to or located somewhere in the same paper that is intended to be authenticated, e.g., . . . the classic signature at the end of a long contract.” UETA § 2, official cmt. 7. In the digital world, such “tangible manifestations do not exist.” Id. Thus, the record or documents attached to an email need to be logically associated with an electronic signature to evidence a similar level of connection.

Finally, the UETA applies only when the parties to a transaction have agreed to conduct it by electronic means. A.R.S. § 44-7005(B). Parties, however, do not have to expressly agree for an electronic signature to be effective. The UETA allows consent to be implied by the actions of the parties in transacting electronically. Whether the parties impliedly agree to conduct a transaction by electronic means will be determined from the context and surrounding circumstances of the transaction, including the parties’ conduct. Therefore, where parties have been negotiating a contract only through email correspondence or have agreed to all of the terms over email, the courts will more likely find the parties have impliedly agreed to transact under the UETA.