Use case: Conditional release and escrow signing

On deals that don’t close on signing, executed signature pages may be held in escrow during the condition satisfaction period — while CPs are cleared, funds confirmed, regulatory consent received — and then released on authority once everything is in place.

The custody and release process is high-trust, high-risk and today is often handled informally.

Common pain points

  • Signature pages held in personal email inboxes or local folders, creating risk if the holder is unavailable
  • Difficulty proving the chain of custody of a signature page
  • Pages dated incorrectly because release happens out of sequence with the document being executed
  • No consistent firm-wide standard for how signature pages are held and released
  • Reconciling the moment of CP satisfaction with the moment of release is manual and error-prone

How Legatics helps

Signing pairs naturally with CP and condition tracking inside the same matter. Pages can be collected and held within the platform, with release governed by permissions and tied back to whether the conditions have been signed off in the CP list.

The full completion sequence — CPs satisfied, pages released, documents dated — sits in one workspace with a complete audit trail.

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