E-signatures for lawyers, included with Clio Manage
Clients can sign from a link on any device, with no Clio account and no app to download.
Send from the matter
Share a signing link by text, email, or the client portal instead of an attachment.
Use the device at hand
Phones, tablets, and laptops all work for signing.
Collect each signature
Every signature and initial block must be completed before a document can be returned.
Get notified when it’s done
You’re notified when a document is signed, and the signed copy lands on the matter.
A signing record you can point to
Each signed document carries a tamper-evident audit trail on its final page.
See who signed and when
The audit trail shows each signer’s name, email, exact date and time, and device IP address.
Counter-sign from anywhere
Firm users can add their own signature to a retainer or verification on the same document.
Route to several signers
Collect signatures from clients and firm users at the same time or in a set order.
Documents ready to sign as soon as they’re drafted
Generate from your templates
Create documents from your templates and matter data, ready for e-signature right away.
Send court forms for signature
Where allowed, court forms go out for e-signature. Some filings still require a wet signature.
Let the workflow handle it
Workflow automation can send a document and signature request when a matter reaches the right stage.
Know what you can sign electronically
Electronic signatures are recognized under PIPEDA and provincial and territorial electronic commerce laws, and a few document types still need ink.
Retainers and engagement letters
Send fee agreements and engagement letters for e-signature as soon as they’re ready.
Court documents, where allowed
Courts and jurisdictions set their own rules, so check before sending a filing for e-signature.
Documents that need wet signatures
Wills, codicils, and testamentary trusts often require a wet signature, depending on the province or territory.
Related resources
Legal e-signature software FAQs
Are electronic signatures legally binding?
Yes, for most documents. Electronic signatures are recognized under PIPEDA and provincial and territorial electronic commerce laws, and each signed document includes an audit trail. Some documents, like wills in many provinces and territories, still need a wet signature. Get a demo.
What is legal e-signature software?
It lets a firm send documents for signature online and collect legally binding signatures from clients and colleagues. In Clio, signed copies file to the matter with their audit trail. Get a demo.
Does my client need a Clio account to sign?
No. Clients sign from a link sent by text, email, or the client portal, without an account or an app. They open the link, complete each signature and initial block, and send the document back. Start a free trial.
Can more than one person sign a document?
Yes. Add multiple signers, clients or firm users, and have them sign at the same time or in order. Signatures compile into one document on the matter. Get a demo.
Is e-signature included with Clio?
Yes. E-signatures are included at no extra charge in every Clio Manage and Clio Grow plan. Monthly signature allowances vary by plan, with unlimited signatures on Clio Grow and higher Clio Manage plans. Compare plans.
Is there a record of who signed and when?
Yes. A tamper-evident audit trail on the final page shows each signer’s name, email, date and time, and device IP address. Get a demo.
Can I e-sign court documents?
Often, yes. Court forms can be sent for signature, but the rules depend on the court and jurisdiction, and some filings require a wet signature. Get a demo.
How is Clio different from a separate e-signature tool?
Clio generates the document from your templates and matter data, sends it for signature, and files the signed copy on the matter, so there’s nothing to download and re-upload. Get a demo.
What devices can clients sign on?
Clients can sign on a phone, tablet, or laptop, and the signed copy files to the matter no matter which device they used. Start a free trial.