At the end of every transaction, the deal team has to coordinate who signs which documents across multiple parties — circulating signature pages, capturing executed copies (DocuSign and wet ink), and tracking outstanding signatures through to completion.
It is one of the most error-prone, deadline-driven stages of any deal, and the workflow today typically lives across email threads, shared drives and a spreadsheet matrix that loses currency the moment things start moving.
Common pain points
- Signature pages circulated by email, leading to version chaos and constant chasing
- No single view of which signatory has signed which document, especially across deals with multiple parties
- Mixed signing methods (DocuSign, wet ink, hybrid) make tracking inconsistent
- Manually merging signed pages back into the final agreed-form document to produce the executed version — a fiddly, time-consuming step that has to be repeated for every signed document
- Last-minute changes to documents trigger fresh rounds of signing, often after hours
- Difficult to know in real time whether all pages are in and ready for completion
- Risk of dated/undated pages, wrong signatory, or missing initials going undetected until too late
How Legatics helps
The Signing module sits inside the matter alongside the documents being executed. Lawyers configure who needs to sign which documents, and whether via DocuSign or wet ink. Collection status updates in real time, with a single at-a-glance view of outstanding signatures.
Legatics automates the merge of signed pages with the final agreed-form document, producing the executed version automatically — eliminating one of the most repetitive and error-prone post-signing tasks.
The executed version then updates in the list as the latest version of the document, so it flows directly into the downstream workflow: it can be exported via Binders into a closing binder, saved into the firm’s DMS, or shared with counterparties and clients without another round of manual file handling.
