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

Configuring electronic signature for Customer relationship management for Legal Services with airSlate SignNow

airSlate SignNow’s electronic signature for Customer relationship management is your go-to piece of technology for managing your Legal Services document-driven transactions while staying compliant with 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 get started with airSlate SignNow’s CRM:

1. Set up an account or sign in to your existing one. If haven’t used airSlate SignNow, check out the subscription options and choose your free trial.
2. Navigate to and check out the Contacts tab. On your left, locate the Contacts tab and start adding new contacts along with their basic 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 dashboard without compromising the documents with which you both interacted.
4. Check the contact details and documents with it. Click View to see the contact details of a person and documents associated with them.
5. Send a form out for signature and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Personalize 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 specific tech skills. Gain more control over your document processes and constantly improve the experiences of your team, your clients, and your business partners. Try our electronic signature solution with built-in Customer relationship management for Legal Services.