Generate, send, and sign — without leaving Lextiff.
Every document your firm produces — retainer agreements, HIPAA authorizations, demand letters, settlement statements — managed in one place. Send for signature. Track status. Get notified when signed.
Document Package — Maria Rodriguez
Sent Jun 17, 2026 · Awaiting client signature
Retainer/Fee Agreement
retainerHIPAA Authorization
medical_authorizationMedical Records Release
medical_authorizationInsurance Authorization
customElectronic Communication Consent
customSent At
Jun 17, 2026 10:11
Client Notified
Jun 17, 2026 10:11
Signed At
Pending
Document packages
One package. One signature. Everything completed.
Bundle every document your client needs to sign into one package. They receive one link, review every document, and sign once. All documents completed simultaneously.
Create package
Bundle retainer, HIPAA, releases into one package
Send to client
Client gets email + SMS with one secure link
Client signs once
One signature applies to all documents
All completed
Documents signed, saved, and team notified
Create document package
Create Document Package
A package bundles multiple documents together. The client receives one link, reviews all documents, and signs once for everything.
Package Title
Select Documents to Include
Package sent — awaiting signature
Awaiting client signature. Sent 17 Jun 2026 10:11 — Not yet opened
Retainer/Fee Agreement
retainerMedical Records Authorization
medical_authorizationInsurance Authorization
customElectronic Communication Consent
customPackage Info
Every document stays attached to its case. Always.
Uploaded files, generated documents, signed retainers, medical records, police reports — all organized inside the case they belong to. Searchable. Accessible to your whole team. Forever.
- ✓ Unlimited document storage per case
- ✓ Categorized by document type
- ✓ Instant search across all documents
- ✓ Team-wide access with role permissions
- ✓ Generated documents saved automatically
- ✓ Signed documents stored with audit trail
- ✓ Upload photos, PDFs, Word files, ZIP archives
- ✓ Version history tracking
Case document library
Documents — Johnson v. Metro Insurance
miami-general-er-records.zip
Medical Records · 8 files · 24MB
Jan 15
retainer-agreement.pdf
Legal Docs · Signed by client
Jan 10
demand-letter.pdf
Legal Docs · Sent to adjuster
Jan 5
police-report.pdf
Evidence · Official report #76F65C
Jan 3
hipaa-authorization.pdf
Legal Docs · Signed by client
Jan 10
ambulance-report.pdf
Medical Records · Newly uploaded
Today
metro-insurance-policy.pdf
Insurance · Defendant policy
Jan 2
accident-scene-photos.zip
Evidence · 12 photos · 48MB
Jan 3
Clients sign from any device. No app required.
Your client receives an SMS and email with a secure signing link. They open it on their phone, review every document, and sign once. No printing. No scanning. No PDFs emailed back and forth. Done in minutes.
- ✓ Works on any phone, tablet, or computer
- ✓ No app download required
- ✓ Delivered by SMS + email simultaneously
- ✓ Multi-step document review before signing
- ✓ One signature applies to entire package
- ✓ Timestamped — exact date and time of signing
- ✓ IP address logged for legal validity
- ✓ Signed PDFs emailed to client automatically
💡 Most clients sign within 2 hours of receiving the package.
Client signing experience — mobile
Document Package
Test Intake Public Form
Read each document, check the box, then sign once at the bottom.
Sign All Documents
Your single signature applies to all 4 documents above.
Maria Rodriguez
Secured · 17 Jun 2026 · IP logged for audit trail
Track every signature in real time.
No more chasing PDFs. No printing. No scanning. No emailing documents back and forth hoping the client signs. Lextiff tracks every step — sent, viewed, opened, signed, completed — in real time.
Sent
Package delivered to client via email and SMS
Viewed
Client opened the signing link
Opened
Client reviewed all documents in the package
Signed
Client signed — one signature for all documents
Completed
All documents signed, saved to case, team notified
All documents signed
✅ All documents signed by Maria Rodriguez on 16 Jun 2026 at 20:59 UTC
Retainer/Fee Agreement
16 Jun 2026 20:59
Medical Records Authorization
16 Jun 2026 20:59
Insurance Authorization
16 Jun 2026 20:59
Electronic Communication Consent
16 Jun 2026 20:59
Package Info
Built for plaintiff firms
Every document type plaintiff firms actually use.
Lextiff includes templates for every document a plaintiff firm needs — pre-filled from case data, ready to send in seconds.
Retainer Agreements
Contingency fee agreements pre-filled with client and matter details
HIPAA Authorization
Medical records release forms — pre-filled from intake data
Medical Records Release
Authorization to obtain medical records from providers
Insurance Authorization
Permission to communicate with insurance companies
Demand Letters
Pre-built demand letter templates with case details populated
Settlement Statements
Detailed distribution statements for closing
Lien Acknowledgements
Medicare, Medicaid, and provider lien acknowledgements
Closing Documents
Final case closure and release documentation
Every action leaves a complete audit trail.
From the moment a document is created to the moment it's signed — every action is logged with a timestamp, user identity, and IP address. Your firm has a complete, legally defensible record of every document interaction.
- ✓ Document created — user and timestamp
- ✓ Package sent — delivery confirmation
- ✓ Client viewed — exact time and IP logged
- ✓ Documents opened — individual tracking
- ✓ Signature captured — timestamp and IP
- ✓ Completed — audit log PDF generated
- ✓ Saved to case — automatic attachment
- ✓ Team notified — immediate confirmation
Document audit trail
Retainer/Fee Agreement — Audit Log
Document created
14 Jun 2026 09:32
Created by Samira Red — pre-filled from intake data
Added to package
16 Jun 2026 20:28
Included in Onboarding Package by Samira Red
Package sent
16 Jun 2026 20:28
Sent to Test Intake Public Form via email and SMS
Package viewed
16 Jun 2026 20:28
Client opened signing link — IP: 127.0.0.1
Document opened
16 Jun 2026 20:45
Client reviewed Retainer/Fee Agreement
Document signed
16 Jun 2026 20:59
Signed by Test Intake Public Form — IP: 127.0.0.1
Signed PDF emailed
16 Jun 2026 20:59
Copy sent to client email automatically
Documents by the numbers.
Document templates built in
Document storage on every plan
Signs multiple documents at once
Clients can sign anytime, anywhere
Printing or scanning required
Audit trail on every document
Included in Documents & E-Signatures.
Not a basic file uploader. A complete plaintiff document operations system.
Stop printing documents.
Generate, send, and sign everything from one place.
Lextiff Documents & E-Signatures gives plaintiff firms a complete document operations system — from retainer to closing documents.
No credit card required · Setup same day · Cancel anytime