eSign for Lead Management for Legal: Try a Brand New CRM

Configuring eSign for Lead management for Legal with airSlate SignNow

airSlate SignNow’s eSign for Lead management is your go-to piece of technology for handling your Legal document-based transactions while staying compliant with industry-leading frameworks. With our CRM, you can create, 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. Set up an account or log in to your existing one. If haven’t used airSlate SignNow, investigate the subscription options and select your free trial.
2. Head 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 remove existing contacts in your CRM. If you’ve already sent some documents for signature, those contacts will appear in the CRM automatically. You can handle them from a single dashboard without compromising the files with which you both interacted.
4. View the contact info and files with it. Click View to see the contact details of a user and documents associated with them.
5. Send a document out for signature and data collection. Select Send Invite next to your desired contact → Add recipients→ Add fields → Continue. Personalize your accompanying message and notify your Contacts about what they need to do after completing the terms of your paperwork.

Our CRM’s interface is intuitive, easy work with, and requires no special tech background. Gain more control over your document processes and continuously improve the experiences of your team, your customers, and your business partners. Try our eSign solution with built-in Lead management for Legal.