📄 Dynamic Document Generation

Create contract-ready documents instantly.

• ⚡ Auto-generate documents using client data — no manual edits ever again.

• 🧩 Unlimited reusable templates for agreements, onboarding forms, declarations & more.

• 🧠 Smart data merge pulls information from CRM fields, invoices, proposals, or project data.

• 📬 Auto-send to the right people through powerful workflow automation.

✍️ Effortless eSignatures

Faster, smoother, secure approvals.

• 🖊 Simple online signing — no printing, scanning, or email back-and-forth.

• 🌎 Sign anytime, anywhere on mobile, tablet, or desktop.

• 🔒 Secure & compliant process that protects both you and your clients.

• 💼 Supports handwritten & typed signatures depending on your workflow needs.

🛡️ Globally Trusted Compliance

Every signature is tracked and verified.

• 📍Full audit trail: IP address, timestamp, device info, and document history.

• 🔔 Automatic notifications when a document is viewed, signed, or completed.

• 🚪 Optional no-login signing for quick approvals when needed.

• 📑 PDF stored securely inside the client portal for lifetime access.

🤖 Automated Document Workflow

Sign, approve, and trigger workflows — automatically.

• ⚙️ Generate documents automatically when a proposal is signed, invoice is paid, or onboarding begins.

• 🔗 Trigger next steps — send emails, start checklists, assign tasks, or activate subscriptions.

• 📥 Collect signatures anywhere: documents, forms, checklists, proposals, or workflow steps.

• 💼 Perfect for immigration onboarding and repeat legal documents.

🔁 Auto-Populated With Dynamic Data

Smart data. Zero manual work.

• 🎯 Target-based placeholders display the correct info for clients, staff, or teams.

• 🔍 Merge data from invoices, proposals, estimates, case files, or client profiles.

• 👥 Choose signers: client-only or client + staff signatures.

• 📧 Direct signing links sent instantly via email and client notifications.

🚀 Ready to Automate Your e-Signing & Client Documents?

Start using smart, secure document signing built for immigration consultants & advisers.

👉 Book a Free Demo
👉 Explore the Full Feature List
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