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Kayse

Kayse Sign

Send the packet.
Follow it through.

Prepare retainers, medical authorizations, and settlement releases inside Kayse. See what was completed and which requests still need attention.

Book a demoSee how sends work
A signature request, step by stepIllustrated workflow

Client completes

Keep the signed record with the case.

An illustrated retainer workflow.

  1. Prepare

    Review the template, merge fields, and recipient.

  2. Send

    Send the packet for the client to review and sign.

  3. Track completion

    Review the completion status and the returned record.

Illustration only. Names and client records are not shown.

Client pauses

Make the unfinished step visible.

A reminder should lead to a useful next action.

  1. Find the stopping point

    Review where the client stopped in the signature request.

  2. Offer signing help

    Guide the client through the signing steps or bring in your team.

  3. Check the result

    Track whether the request is completed or still needs follow-up.

Your team handles legal questions about the document.

Start from the document you already use.

Kayse scans the document and fills in merge fields for your review.

Upload your template

Use the retainer, authorization, or agreement your firm has approved.

Review the fields

Check names, case numbers, dates, and signature lines. Correct the draft before sending.

Send from the case

Keep the request connected to the client and the work it belongs to.

See the requests that need attention.

A client who stops halfway should have a clear way to finish.

Completion status

Search for a client and see the status of the signature request.

Reminders and signing help

Use built-in reminders and AI guidance to help clients with the signing process.

Your team’s judgment

Route legal questions or a request for personal help to your firm.

We count sends, not documents or pages.

Send a client three documents at once and that is one send.

Included with select plans. Available as an add-on for others. Send limits apply. Confirm Kayse Sign availability, your send allowance, and additional usage in your Order Form.

See the e-signature allowance and usage rates →

Keep the completion record.

Review the signed document and its certificate of completion.

Certificate of completion

The returned record includes who signed, when, and the associated completion details.

Trusted digital seal: planned

The trusted digital seal is planned to ship with Kayse Sign at launch. Confirm availability during your demo. It is not presented here as a feature already available.

Put it to work

Walk through a signature request.

See preparation, a paused request, and the completed record in the same demo.

Book a demoView plans