Electronic Signature for CRM for Legal Services: Try a Brand New CRM

Configuring electronic signature for CRM for Legal Services with airSlate SignNow

airSlate SignNow’s electronic signature for CRM is your go-to piece of technology for managing your Legal Services document-driven processes while staying adherent to industry-leading frameworks. With our CRM, you can add, modify, and manage new and existing signers and gain an aerial view of your contact database.

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

1. Create an account or log in to your existing one. If haven’t used airSlate SignNow, explore 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. Edit and delete existing contacts in your CRM. If you’ve already sent some documents for execution, those contacts will appear in the CRM automatically. You can manage them from one place without compromising the files with which you both interacted.
4. Check the contact information and files with it. Hit View to pull up the contact details of a user and documents coming with them.
5. Send a document out for signing and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Customize your accompanying message and inform your Contacts about what they need to do after completing the terms of your paperwork.

Our CRM’s interface is sleek, easy grasp, and requires no special tech skills. Gain more power over your document processes and continuously improve the experiences of your employees, your clients, and your business partners. Try our electronic signature solution with built-in CRM for Legal Services.