Cudasign.com (Obtaining Client Digital Signature)

Introduction to Cudasign

Edit template

Preparing the document for sending.

Review and send document to the client

Video tutorial

Introduction to Cudasign

This is the program that we use with client to share documents and have them sign electronically-it's called Cudasign.com. What we need to do if it's a new document, we simply just upload the document, whatever we need to have them signed. Then we open the document, we can add in signatures for the client to do.

Here's an example obtaining a client digital signature of someone who is becoming a new client.

Edit template

Typically, we come over here to templates and here is the engagement agreement.

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All we simply do is click on "Invite signers."

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A pop up will come out with an option to create a copy.
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We take this part off here.

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And, at very beginning we add the name of the client.

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Then, we click next.
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That'll bring us back to the dashboard. Then, we hit "invite signers."
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In the next step we're going to need the email address of the signer, so we go to Clio to copy the email address of the client.

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Open the document.

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It may be modified by clicking on "My text."
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As you can see here, an "X" has been added on the correct field for the issue type.

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We put in the text field on the top and on the text field we put what we want. And. in this instance we want them to put their name there. That is an easy way to see when we get the agreement back who's it from.

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We come down to the lower portion of the document where the signer will print their name and sign the document.
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The date is filled in there by using the date and time field.

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Below the signature portion, you can add a text field to put some terms of the agreement. Oftentimes, we may have unique terms. In this case he agreed to pay $2000.00 at the signing, then $200.00 each week until the matter is made in full.

Our standard engagement agreement is $4000.00. At times we will modify that, but it should always be approved or discussed prior to doing it.

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Once we are ready, we have to find who's actually signing it.
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Then, we hit done.

Preparing the document for sending.

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Go back to the document page.
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Click on "Invite signers."

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A pop-up will appear to add the email address of the client.
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Go to Clio to copy the email address.
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Go to Matter.
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Click on client.
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Scroll over to the email address of the client.
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Right click, copy the email address.

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Go back to Cudasign.
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Paste the email address of the client.
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Then, click "Next Prepare Document."
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To "Edit fields" click "Next."

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The document will open.
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Click "next."

Review and send document to the client

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Review the document for sending.
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Change [email protected] to Reidy Law Office LLC.
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Hit "Send now."
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A confirmation window will pop out if the document has properly been shared.
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Click "close."
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Check your email for a confirmation that the document has already been sent to the client.