eSignature for Lead Management for Legal Services: Try a Brand New CRM

Setting up eSignature for Lead management for Legal Services with airSlate SignNow

airSlate SignNow’s eSignature for Lead 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 get 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 select your free trial.
2. Navigate to and explore the Contacts tab. On your left, find the Contacts tab and start adding new contacts along with their basic information.
3. Modify and delete existing contacts in your CRM. If you’ve already sent some files for execution, those contacts will show up in the CRM automatically. You can manage them from one place without compromising the files with which you both interacted.
4. View the contact information and files with it. Hit View to see the contact details of a user and paperwork connected with them.
5. Send a form out for signature and data collection. Select Send Invite next to the needed contact → Add recipients→ Add fields → Continue. Personalize 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 grasp, and requires no specific tech skills. Gain more power over your document processes and continuously improve the experiences of your team, your clients, and your business partners. Try our eSignature solution with built-in Lead management for Legal Services.