eSignature for Customer Relationship Management for Legal Services: Try a Brand New CRM

Setting up e-signature for Customer relationship management for Legal Services with airSlate SignNow

airSlate SignNow’s e-signature for Customer relationship management is your go-to piece of technology for managing your Legal Services document-based processes while staying adherent to industry-leading frameworks. With our CRM, you can create, edit, and manage new and existing signers and gain an aerial view of your contact database.

Here are your first steps to learn airSlate SignNow’s CRM:

1. Create an account or log in to your existing one. If haven’t used airSlate SignNow, discover the subscription options and select your free trial.
2. Navigate to and check out the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their essential information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will show up in the CRM automatically. You can handle them from one dashboard without affecting the documents with which you both interacted.
4. View the contact info and documents with it. Hit View to pull up the contact details of a person and paperwork associated with them.
5. Send a form out for signing and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Customize your accompanying message and notify your Contacts about what they need to do after executing the terms of your document.

Our CRM’s interface is sleek, easy understand, and requires no specific tech skills. Gain more power over your document operations and continuously enhance the experiences of your team, your clients, and your business partners. Try our e-signature solution with built-in Customer relationship management for Legal Services.