Native integration with DocuSign, Adobe Sign, and HelloSign. Send contracts for signature without leaving Casebook, then automatically file signed versions.
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Finalize contract in Casebook
Click "Send for Signature"
Add signers and signing order
Contract sent via your e-signature platform
Signed version automatically saved back to Casebook
Define the signing order (CEO → CFO → Counterparty), create templates for different contract types, and send automatic reminders to parties who haven’t signed.
See who has signed and who’s pending, receive notifications when signatures are completed, and track signature analytics such as time to sign.
Legally binding e-signatures
Full audit trail included
Certificate of completion attached
DocuSign, Adobe Sign, HelloSign
Slack, Microsoft Teams, Google Workspace
Box, Dropbox, SharePoint, OneDrive
Salesforce, HubSpot
Okta, Azure AD, Google SSO
Zapier (connect to 5,000+ apps)
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