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Guide to E-Signature Software For Lawyers

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By:

Brent Farese

,

July 11, 2025

Let’s say you need a retainer agreement signed today. With paper? You’re printing it out, emailing a PDF, waiting hours (or days) for your client to print, sign, scan, and send it back. That's assuming nothing gets lost in between.

With the best e-signature software, it takes five minutes. You upload the file, add signature fields, and send a secure link. Your client signs from their phone, and the signed copy goes straight into your records.

That’s the difference.

This guide breaks down how electronic signatures work, what makes them legally valid, and how to create your own e-signature process. If your current system slows you down, it’s probably time for a better one. Here's what you need to know.

What Are Electronic Signatures?

Electronic signatures let you sign documents online without printing or scanning anything. You click, type, or draw your signature, and it's recorded as your official sign-off.

They're legally valid for most legal documents as long as the software tracks who signed, when, and how. That’s what makes them different from just typing your name into a PDF.

Lawyers use e-signatures to collect client signatures, finish paperwork faster, and keep everything digital. It’s useful for online document signing, whether you're sending a retainer, a contract, or anything else that needs a signature.

Are Electronic Signatures Legally Binding?

Yes, electronic signatures are legal and hold up in court if they meet the right standards. In the U.S., the ESIGN Act and UETA confirm that e-signatures are just as valid as handwritten ones for most legally binding documents.

The key is using proper e-signature software that records details like:

  • Date
  • Time
  • Identity of the signer

This audit trail helps prove the signature was real and intentional, which is especially crucial when you're handling important legal documents.

If you're sending a document electronically, a valid e-signature can complete the job without needing pen and paper. Just make sure the platform you’re using complies with the law and offers the right level of tracking and security.

What is Electronic Signature Software?

Electronic signature software helps legal professionals collect signatures, send documents, and sign electronically. In essence, these tools are built to make the signing process faster, more systematic, and easier to track.

Some platforms are standalone electronic signature apps focused only on signing and sending documents. Others are part of larger systems, like law practice management software, which can include digital contract management, billing, scheduling, and more.

Most electronic signature tools come with a core set of features that let you:

  • Upload and prepare documents for signature
  • Create templates for frequently used forms
  • Add signature fields, initials, and dates
  • Oversee signing progress in real time
  • Set signing order or permissions
  • Send reminders automatically
  • Store signed documents securely
  • Generate audit trails to show who signed and when

For legal professionals, the right e-signature software helps keep work moving. It reduces delays, keeps documents in one place, and makes the signing process less of a hassle for both you and your clients.

Why Should You Switch to an E-Signature Platform?

Most legal teams don’t switch to e-signature tools because they want new software; they switch because the old way stops working. Too many delays, too much back-and-forth, too many missing documents. If that sounds familiar, you’re not alone.

Here’s what most teams experience after making the move:

Less Wasted Time

You’re no longer printing and scanning client documents or following up on missing forms. You upload, add signature fields, and send.

The client signs through a secure link, and the signed file is returned instantly as part of the completed documents package.

Fewer Mistakes

When you mark exactly where to sign, fill in, or initial, people stop skipping steps. E-signature tools prevent missing info and reduce back-and-forth, especially during the client intake process, where incomplete forms are common.

Easier Tracking

Every document has a status. You can check if it was opened, signed, or ignored. If needed, you can request signatures again with a reminder, and nothing falls through the cracks.

Better Client Experience

Clients don’t need special software or logins. They click a link, review, and sign on any device. That simplicity reflects well on your legal services and keeps things in motion without frustration.

Cleaner Recordkeeping

Signed files are stored automatically in your account or electronic signature solution, which makes it easier to pull them up later. That means no lost files and no digging through attachments.

More Secure Than You Think

Sensitive documents are protected with security measures like encryption, access controls, and audit logs. Each digital signature includes a full trace of when and how it was signed, helping you stay compliant and avoid disputes.

How to Start Your Own E-Signature Process

Setting up e-signing for your firm might seem easy. You just pick a tool, send a few documents, and you're done. But if you want it to actually save time and fit into the way your team already works, there’s more to think through.

Start With Your Workflow, Not the Tool

It’s easy to get distracted by features, pricing tiers, and integrations, but none of that matters if the tool doesn’t fit how your team already works.

Before you start comparing platforms, take a closer look at your current process. Ask yourself:

  • When in the matter lifecycle are signatures needed?
  • Who’s responsible for sending documents?
  • Are you collecting signatures during client onboarding, contract approvals, or case settlements?
  • Once the documents are signed, where are they stored or filed?

Mapping this out will show you what kind of tool makes sense. Some firms need a simple signature app for quick one-off documents. Others need something that works alongside their document management or law practice management software.

If you choose a tool first, you might end up forcing your team to work around it. But if you start with your contract workflow, you’ll pick something that truly improves how you manage client documents.

Choose a Platform That Covers the Basics

Not every tool calling itself an e-signature solution is built for legal work. At the very least, the platform should support legally binding signatures, offer clear signer tracking, and let you set up reusable templates for common forms like NDAs or client intake documents.

Look for automated reminders so you don’t have to follow up manually, and secure storage to keep everything in one place once it’s signed. Other contract automation capabilities are also a plus.

Also, make sure the tool handles the types of files you use regularly, like Word, PDF, maybe even image files. Plus, see that it works for both electronic signing and longer-term record retention.

It should also meet legal standards in your jurisdiction, including support for audit trails and compliance with regulations like ESIGN and UETA.

Test It With Real Documents

Before rolling it out across your entire practice, try the platform with documents you use every day. This helps you see how the system handles real workflows, not just demo templates.

Watch how clients interact with the process, how long it takes to get a signature back, and how the signed file is stored. If something feels clunky, now’s the time to fix it.

Starting small gives you space to adjust before relying on it for every document you send out.

Train Your Team

Even the most intuitive e-signature software can cause delays if your team isn’t fully on board. A few simple steps can prevent confusion and help everyone use the new system confidently, especially when handling important documents like contracts, client forms, or settlement agreements.

Start by giving your team a clear overview of how the process works from start to finish. Show them how to upload files, assign signature fields, and monitor completed documents.

Then, set expectations for when and how the tool should be used, whether you're handling a quick form or replacing in-person meetings with business electronically.

A few tips that can help:

  • Run a short walk-through with real documents from your current workflow.
  • Create a quick reference guide with screenshots and common steps.
  • Assign someone on your team to answer setup or tech questions.
  • Clarify where signed files should be saved for consistency and access.

A little upfront training makes the transition faster and avoids repeat mistakes down the line.

Plan for Document Management

Once a document is signed, the last thing you want is for it to disappear into someone’s inbox. Without a system, signed copies get misplaced, duplicate files pile up, and finding what you need becomes a time sink.

To avoid that, decide where every digital document should go after signing. This could be a secure shared drive, contract repository management software, or your case management system.

For example, if you’re working from a remote location and need to pull up a retainer agreement, you shouldn’t have to email three people to track it down.

Some electronic signature solutions can automatically save files to the correct folder or repository, which saves you valuable time and reduces the risk of missing paperwork.

Check Compliance and Security Settings

If you’re handling contracts or client data, your e-signature platform needs to do more than just collect clicks. You’re dealing with sensitive documents, and that means security and compliance aren’t optional.

Make sure the software you choose meets legal standards like the ESIGN Act and UETA and has the protections in place to back it up.

Check for:

  • Encryption during both file storage and transmission
  • Audit trails that log who signed, when, and from what device or IP
  • Multi-factor authentication for added signer verification
  • Access controls to limit who can view or edit documents
  • Tamper protection to prevent changes after signing
  • Retention policies that align with your firm’s compliance standards

Get More Than Signatures With Aline

Electronic signature tools are everywhere, but most fall short when it comes to legal work. From intake forms to retainer agreements, it’s clear that legal teams need more than basic digital signing. You need tools built for your documents, your clients, and your workflow.

Aline

That’s where Aline stands out. It’s not just an e-signature solution; it’s a full legal contract platform with AI drafting, redlining, approval workflows, and smart storage. 

AlineSign offers unlimited, legally binding signatures, and everything connects back to your contract repository, so nothing gets lost.

If you’re ready to manage your documents with one tool that fits how law firms operate, try Aline today and see how it can work for your team.

FAQs About Electronic Signature Software For Lawyers

Can lawyers use DocuSign?

Yes, lawyers can use DocuSign to sign and send legal documents. It supports compliance with federal law, including the Uniform Electronic Transactions Act (UETA) and the ESIGN Act, making electronic signatures legal and valid in most cases.

How to create a legal electronic signature?

To create a valid e-signature, you need to use software that captures a clear intent to sign, tracks the signing process, and includes tamper-proof audit logs. Most apps do this by requiring the signer to complete fields like name, date, and signature and then confirm their action.

What is the best software for e-signatures?

The best software depends on your legal team’s needs. Tools like Aline, DocuSign, Dropbox Sign, and Adobe Sign are popular among lawyers for handling retainer agreements, client forms, and signed contracts without costly delays.

Is DocuSign good for legal documents?

Yes. DocuSign meets legal standards under U.S. and many international laws. It’s often used by law firms to handle contracts, client onboarding, and approvals involving new clients or routine matters.

Do electronic signatures work across state lines?

In most cases, yes. As long as the signature and esign app meets local rules and follows federal law, it should hold up across state lines. Always double-check when dealing with court filings or regulatory forms.

Can electronic signatures reduce human error?

Yes. Using e-sign tools helps minimize human error by guiding users through signature fields, sending automatic reminders, and logging every step. This improves accuracy and makes it easier to manage documents for all your clients.

Draft, redline, and query legal documents 10X faster with AI

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