Document-first email workflows for legal teams
Send tracked documents, signature requests, client updates, and matter follow-ups with clear activity history and access controls.
- Track client document review
- Control access to sensitive files
- Keep signature and follow-up activity visible
A visual operating path for this buyer
Each solution route pairs buyer-specific copy with a workflow board that shows the message, signal, and follow-up path.
Audience and message
Send controlled links for review packets, agreements, or supporting documents.
Signal watchlist
Watermark enabled
Follow-up queue
Use engagement data to guide reminders, next drafts, and client updates.
Built for the way this team sends
Tracking, documents, signatures, campaigns, templates, CRM context, and AI assistance fold into the inbox workflows your team already uses.
Sensitive document sharing
Use password, expiry, watermark, and download controls for tracked document links.
Signature request tracking
Send requests, monitor signer progress, and keep completion events in one activity trail.
Matter follow-up signals
Use opens, clicks, and no-reply reminders to know when a client or counterparty needs attention.
Client timeline
Review message, document, and note activity before calls or next-step emails.
From send to follow-up
Every route runs on the same product surface: send from the inbox, capture the signal, act with context.
Share securely
Send controlled links for review packets, agreements, or supporting documents.
Monitor activity
Watch opens, views, downloads, and signature status from a single dashboard.
Follow up with context
Use engagement data to guide reminders, next drafts, and client updates.
Bring email intelligence to legal teams
Start with tracking and templates, then add campaigns, documents, signatures, mobile alerts, and admin controls as your workflow grows.
14-day trial • No credit card required • 2-minute setup