Send retainers without disconnected paperwork
Attorneys can send a law firm retainer agreement directly to a prospective client through the portal. The client reviews and signs the document electronically, and the completed agreement remains connected to the correct client matter.
After signing, the client can continue to a connected payment workflow to pay the agreed retainer fee. Firm staff can see whether the agreement was sent, opened, signed, and paid before moving the matter deeper into bankruptcy intake and petition preparation.
This feature is typically implemented as part of a broader bankruptcy software development engagement—alongside intake, documents, attorney-client real-time chat, and petition-software integrations.
Implementation notes for U.S. firms
- Role-based access for attorneys vs paralegals vs clients
- Audit records for sending, opening, signing, and payment events
- Mobile-friendly debtor experiences where clients participate
- Payment-provider integration for collecting agreed retainer fees
- Clear handoffs into BestCase or Jubilee Pro workflows when required
Talk to us about adding this capability to your stack.
Talk to a bankruptcy software architect
Frequently asked questions
Who needs e signature for bankruptcy in bankruptcy software?
U.S. bankruptcy firms that want e signature for bankruptcy implemented as part of intake, document, portal, or case workflows — with attorney oversight on sensitive outputs.
Is e signature for bankruptcy available as a standalone product?
Usually it ships inside a custom bankruptcy software build so roles, audit logs, and petition-tool handoffs stay consistent with the rest of your stack.
Can e signature for bankruptcy integrate with tools we already use?
Yes. We design around BestCase, Jubilee Pro, Dropbox, and similar tools when your firm already depends on them.
Can a client pay the retainer fee after signing?
Yes. The signing flow can continue into a connected payment provider so the client can pay the agreed retainer fee and the firm can track the payment status.