Intake packets that clients actually finish.
Signthedoc helps personal injury attorneys bundle fee agreements, medical authorizations, HIPAA releases, and more into one packet—then get a clean client signature flow instead of a trail of follow-ups.
Intake packet
Rivera v. Metro Transit
PKT-PI-20418 · Client portal
- 1/4
Contingency fee agreement
8 pages
Building PI intake packet
Maria Rivera · SMS + email
Multi-document packets
Send the whole set. Track it as one.
Whether it’s intake day or a mid-case update, keep related documents together so clients finish in one sitting—and your team isn’t chasing stray signatures.
01
Ordered documents
Put every form in the sequence clients should complete—no separate sends.
02
One secure link
Recipients open a single packet instead of juggling multiple envelopes.
03
Clear progress
See what’s signed, what’s waiting, and when the whole packet is done.
04
Reusable templates
Start from saved packets so the next send is ready in minutes.
How it works
Assemble, send, and get signatures—without the chase.
1 · Assemble
Build an ordered packet from your templates and documents so everything goes out together.
2 · Send once
Share one secure link by email or SMS. Track the whole packet instead of separate envelopes.
3 · Recipients sign
Signers move document by document on phone or desktop with a clear path until the packet is done.
Why teams switch
A signing experience people can finish.
Fewer incomplete packets
Recipients see the full set up front and complete every document in the same flow.
Mobile-friendly signing
Most people sign from their phone. The experience stays readable, ordered, and easy to complete.
Less follow-up for staff
Your team gets one status for the whole packet—what’s signed, what’s waiting, and when it’s done.
Early access
Join the waitlist for Signthedoc.
Be first in line when we open access for PI firms ready to send the whole packet in one go.