The agreement is signed. Finding it is the hard part.
Agreements generated from your templates, signed online, and stored against the client and case — with retention that respects your industry’s rules.
Sound familiar?
The template that has seven versions
Someone edited last year’s copy. Someone else edited a different copy. Now two clients have different terms and nobody knows why.
Print, sign, scan, email, wait
A signature that should take a minute takes a week — and the case can’t start until it lands.
The file you kept too long — or not long enough
Retention rules exist for a reason. Spreadsheets of “delete by” dates are how firms fail audits.
From template to signed record
A signed agreement isn’t a PDF in a folder — it’s an event that opens the portal, moves the case, and lives on the record for exactly as long as it should.
What it does for your firm
Included in every plan — nothing here is an add-on.
One template, every agreement
Your engagement letters and agreements generated from a single controlled template — with the client’s details filled in.
E-signatures, in-house
Signed online, without a third-party e-sign subscription.
Stored where it belongs
Every document attached to its client and case — found in seconds, never in a shared drive.
Retention windows
Documents kept for the period your industry requires — no accidental deletion, no forgotten hoarding.
Documents & E-Sign, in your industry
Ask it anything about documents & e-sign.
Ask Euphoric answers from your live data — with sources.
Ask Euphoric
5 clients — oldest 6 days. Two opened it and didn’t sign; reminders drafted.
Ask Euphoric
Signed 12 March, on their client record — version 3 of the standard engagement letter.
Ask Euphoric
18 closed files past their retention window — listed for your review before anything is removed.
Questions firms ask about documents & e-sign
Are the e-signatures legally valid?
Signatures are captured with signer identity, timestamp and document integrity — the standard basis for electronic signatures in most jurisdictions. Ask us about your specific jurisdiction in the demo.
Can I use my own templates?
Yes — your agreements become controlled templates with client details filled in automatically.
How is retention handled?
Documents are kept for the period you configure for your industry; nothing is deleted without review.
See documents & e-sign running for your firm.
A 30-minute demo with your workflows, not a slide deck. First 100 firms get 20% off, locked for life.