MDF for Legal: Intake to E-Signature All in One
Digitize client intake, retainer agreements, discovery forms, and compliance workflows with secure, mobile-friendly forms no more paper or clunky PDFs.
Common Document & Compliance Headaches
Paper-Heavy Retainers
Printing, scanning, chasing signatures and managing static PDFs slow down onboarding and matter kickoff.
Compliance Exposure
Maintaining audit trails and access controls across teams, vendors, paper files, and PDFs is difficult.
Fragmented Intake
Client and prospect data is siloed across email threads, fillable PDFs, and spreadsheets hurting visibility.
MDF Solutions for Legal Teams
Streamlined Client Intake & Conflict Checks
Standardize intake with dynamic forms that replace paper and PDFs capturing matter details, KYC data, and conflicts. Auto-route submissions to the right team.
- Conditional questions by practice area (PI, Immigration, Family, etc.).
- Auto-notifications to intake or compliance teams.
- CSV/PDF export & CRM/DMS integrations.
Fast, Compliant E-Signatures
Convert retainers, fee agreements, engagement letters, and authorizations into legally binding e-signature workflows with full audit trails no more printing, scanning, or emailing PDFs.
- Secure signature capture on any device.
- Multi-signer routing (client, co-counsel, witness).
- Time-stamped, immutable audit logs.
Governance, Security & Compliance
Protect PII and sensitive case data with role-based access, encryption, and policy-friendly controls. Replace scattered paper/PDF processes with centralized, audit-ready workflows.
- RBAC, SSO/OIDC, and IP/device restrictions.
- Encryption in transit & at rest; data retention policies.
- Full submission history & export for audits.
Key Benefits for Law Firms & Legal Departments
Faster Onboarding
Reduce intake-to-engagement time with automated workflows and e-sign no paper, no PDFs.
Better Compliance
Consistent audit trails and access controls across matters and teams without scattered PDF versions.
Client-First Experience
Mobile-friendly forms and signatures clients can complete anywhere no downloads required.
"We’re inviting early legal partners to transform how they handle intake and retainer agreements. Your firm’s success story could be featured here."