Reusable structure
Reuse document slots, participant roles and field placement, then add the correct client and PDFs for the current request.
Professional services
Make engagement letters and client approvals easier to manage.
Prepare the engagement letter, scope and schedules for the right client and firm representatives, preview both experiences and keep a clear history when something changes.
How LulaSign helps
Reuse familiar document packs for each new client.
Templates can carry over the document structure, participant roles and field placement. You then confirm the current names, PDFs, access and signing order before sending.
Preview both sides
Preview the signing experience for the client and firm representative to check document visibility and field order before inviting either.
Correct without erasing
If a client detail, PDF or field must change, create a corrected version and keep the earlier request in the history.
Good places to start
Start with a document pack your team already knows well.
Use repeatable client work that has a known document set and a clear signing decision. Confirm the exact authority, formality and professional-policy requirements first.
Engagement letters
Send the letter and fee schedule together, with client and firm signatures placed before the request goes out.
Service agreements
Invite customer and provider signers together or in sequence and keep annexures viewable in the same pack.
Client approvals
Record acceptance of proposals, scopes, change requests or deliverables where ordinary electronic signing is suitable.
LulaSign · Simply sign.
Try one engagement pack from preparation to final-document verification.
Try five signing requests free. No card and no automatic renewal.