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

Configuring eSignature for Customer relationship management for Legal Services with airSlate SignNow

airSlate SignNow’s eSignature for Customer relationship management is your go-to piece of technology for managing your Legal Services document-based transactions while staying adherent to industry-leading frameworks. With our CRM, you can add, edit, 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. Create an account or log in to your existing one. If you’re new to airSlate SignNow, explore 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 show up in the CRM automatically. You can manage them from a single place without affecting the documents with which you both interacted.
4. View the contact details and documents with it. Click View to see the contact details of a user and documents associated with them.
5. Send a form out for signature and data collection. Choose Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Customize 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 grasp, and requires no special tech background. Gain more power over your document processes and continuously improve the experiences of your employees, your clients, and your business partners. Try our eSignature solution with built-in Customer relationship management for Legal Services.