Lawyers · Retainer Agreement
Retainers stall when they're formatted documents sent as email attachments. Clients forget, ask questions about fields they don't understand, or sign incorrectly. Docuplete maps your retainer to a guided interview — clients fill on their phone, the agreement auto-populates, and they sign with OTP verification in the same session.
Live demo · No account needed
Open the sandbox, answer a few questions, and watch the PDF auto-fill. No sign-up, no credit card required.
Open live sandboxThe problem
A retainer agreement without guidance reads as intimidating — clients delay signing because they don't understand what they're agreeing to.
Copying client name, matter description, fee arrangement, and payment terms into each retainer consumes paralegal time.
Every day a retainer sits unsigned is a day the attorney works without an executed engagement — creating billing and scope risk.
An emailed PDF signature provides no proof of who signed, when they signed, or that the document wasn't altered after signing.
How it works
Upload the engagement letter or retainer your firm uses. Map the client-specific fields once.
The client receives a unique link and completes the interview — their name, matter description, and acknowledgment of fee and payment terms — in plain language.
Every mapped field — client name, matter type, rate, retainer amount, payment schedule — fills automatically from the interview answers.
The client signs with OTP email verification. An RFC 3161 timestamp records exactly when they signed. SHA-256 hash detects any subsequent modification.
What the interview covers
Legal validity
For detailed information on e-signature legal validity under ESIGN and UETA, see our e-signature compliance page →
One link per new client. Fill, sign, and execute your retainer before the first substantive call.
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