Legal Document Management and E-Signatures Built for Plaintiff Law Firms
Create, organize, send, sign, and track legal documents from a centralized platform designed for personal injury, workers' compensation, mass tort, and plaintiff litigation practices. Generate retainers, authorizations, settlement documents, and case-related forms without switching between disconnected tools.
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
Generate, Send, Sign, and Store Documents in One Workflow
Reduce administrative work by managing document preparation, signature collection, and storage from a single matter record.
Select Template
Choose from firm-approved document templates
Auto-Populate
Insert available case and client information
Send for Signature
Deliver documents electronically to clients
All Completed
Track signing status and completed documents
Create document package
Create Document Package
Bundle multiple documents together. Client receives one link, reviews all documents, and signs once.
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
Document Management Software for Law Firms
Every Document. One Centralized Workspace.
Lextiff centralizes document management for plaintiff law firms — organizing legal documents, medical records, templates, electronic signatures, and searchable files within every matter.
Document Management
Centralize pleadings, correspondence, medical records, insurance files, and generated forms inside every matter — no separate DMS required.
OCR Export
Extracted document data is compiled and exported in an organized, reviewable format — ready to use in chronologies, demands, or case files.
Templates
Turn your firm's retainers, authorizations, and demand letters into reusable templates that generate a finished document in one click.
Merge Fields
Auto-populate documents with client, matter, provider, insurance, and settlement data pulled directly from the case file — zero manual retyping.
Electronic Signatures
Send a full document package for one signature. Clients sign on any device — legally binding under the ESIGN Act and UETA.
Version Control
Every edit is versioned automatically. Compare revisions, see who changed what, and restore an earlier draft in one click.
Secure Sharing
Share documents with clients, co-counsel, experts, or adjusters through permissioned, encrypted links — never an unprotected email attachment.
Audit Trail
A permanent, timestamped record of every view, edit, send, and signature — built to hold up if a document's authenticity is ever challenged.
Every File, Attached to the Matter It Belongs To
Nothing lives in a personal inbox or a random desktop folder. Correspondence, authorizations, medical records, pleadings, and settlement paperwork are stored directly on the case — visible to the whole team, instantly.
- ✓ Unlimited document storage per case
- ✓ Auto-categorized by document type
- ✓ Instant OCR search across every file
- ✓ Role-based access for staff and co-counsel
- ✓ Generated documents saved automatically
- ✓ Signed documents stored with full audit trail
- ✓ Upload PDFs, Word files, images, and ZIP archives
- ✓ Full version history and one-click retrieval
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
Draft Once. Generate Every Document in Seconds.
Stop retyping the same client name, claim number, and provider details into every form. Lextiff's merge fields pull directly from the matter record, so your firm-approved templates come back fully populated and ready to send — not just a blank shell.
- ✓ Retainer & contingency fee agreements
- ✓ HIPAA authorizations
- ✓ Medical record release forms
- ✓ Insurance authorizations
- ✓ Demand letters
- ✓ Settlement statements
- ✓ Closing & release documents
- ✓ Unlimited custom templates for any practice area
Demand letter — auto-populated from case data
Demand Letter Template
Merge fields pulled from the matter record
Auto Population
Merge client, matter, provider, insurance, and firm data into a document with zero manual entry.
Reusable Templates
Build a template once and generate it for every new matter, in your firm's exact format every time.
Dynamic Merge Fields
Insert names, dates, claim numbers, provider details, and any custom field your firm tracks.
Ready to Send
Generate, review, sign, print, or deliver — no manual formatting or find-and-replace required.
Search Inside Every Scanned Page, Not Just the File Name
Medical records and insurance files rarely arrive labeled the way you need them. Lextiff's OCR engine reads the text inside every scanned PDF, so your team can search by diagnosis, provider, claim number, or keyword and jump straight to the page that matters.
- ✓ OCR search across scanned PDFs and images
- ✓ Search medical records by diagnosis or provider
- ✓ Search court filings and insurance correspondence
- ✓ Search police reports and demand letters
- ✓ Filter by client, provider, or claim number
- ✓ Results ranked by match frequency for faster review
OCR search results
Document Search
12 Results📄 Orthopedic Evaluation.pdf
Medical Record
🏥 Surgical Report.pdf
Hospital Record
🧾 Treatment Timeline.pdf
Medical Chronology
📋 Demand Letter.pdf
Generated Document
💵 Medical Bills.pdf
Billing Record
📑 IME Report.pdf
Expert Report
Legally Binding E-Signatures, No Extra Software
Clients review and sign an entire document package from a phone, tablet, or computer — no app to download, no account to create. Every signature is timestamped, IP-logged, and legally binding under the ESIGN Act and UETA.
- ✓ Works on any phone, tablet, or computer
- ✓ No app download or client account required
- ✓ Delivered by SMS and email simultaneously
- ✓ Multi-step document review before signing
- ✓ One signature applies to the entire package
- ✓ Timestamped with exact date and time of signing
- ✓ IP address logged for legal defensibility
- ✓ Signed PDFs emailed to the client automatically
- ✓ Automatic reminders if a package goes unsigned
💡 Most clients sign within 2 hours of receiving a document package.
Client signing experience — mobile
Document Package
Onboarding Package — Maria Rodriguez
Read each document, then sign once at the bottom.
Sign All Documents
Your single signature applies to all 4 documents.
Maria Rodriguez
Secured · ESIGN & UETA compliant · IP logged for audit trail
Monitor Document Status From Delivery to Completion
No more chasing PDFs. No printing. No scanning. 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
Every Draft. Every Approval. Fully Traceable.
Legal documents get revised, reviewed, and re-sent throughout a case. Lextiff keeps a complete version history for each one — so your firm can compare drafts, see exactly who changed what, restore an earlier version, and produce a defensible record on demand.
- ✓ Automatic version history on every document
- ✓ Side-by-side comparison of revisions
- ✓ One-click restore of a previous version
- ✓ Full attribution — who changed what, and when
- ✓ Complete signature activity history
- ✓ Partner and attorney approval tracking
- ✓ Permanent, exportable audit trail
- ✓ Secure, encrypted document archiving
Document history — Retainer Agreement
Retainer Agreement — Version History
SignedVersion 1 Created
April 8 · 9:20 AMAttorney Sarah Johnson
Version 2 Updated
April 8 · 11:15 AMParalegal Lisa Brown
Partner Review
April 8 · 2:40 PMMichael Davis
Sent for Signature
April 8 · 3:10 PMClient Portal
Electronically Signed
April 9 · 10:18 AMMaria Rodriguez
Archived
April 9 · 10:20 AMAutomatically Filed
Built for plaintiff firms
Common Documents Used Throughout the Plaintiff Case Lifecycle
Lextiff includes templates for every document a plaintiff firm needs — pre-filled from case data, ready to send in seconds.
Retainer Agreement
Generate and electronically sign client engagement and contingency fee agreements.
HIPAA Authorization
Collect signed HIPAA authorizations to request and manage medical records.
Medical Authorization
Authorize healthcare providers to release treatment records and documentation.
Insurance Authorization
Obtain permission to communicate with insurance carriers and access claim information.
Police Report
Store accident reports, incident reports, and supplemental law enforcement records.
Medical Records
Organize treatment records, provider notes, diagnostic reports, and medical documentation.
Demand Letter
Generate, review, and manage settlement demand packages and supporting evidence.
Settlement Statement
Prepare final settlement distributions, deductions, liens, and client disbursements.
Lien Documents
Track medical, Medicare, Medicaid, and third-party lien documentation.
Court Filings
Maintain pleadings, motions, court orders, and litigation filings in one place.
Expert Reports
Store medical, engineering, economic, and accident reconstruction expert reports.
Discovery Documents
Manage interrogatories, requests for production, admissions, and deposition materials.
Accident Photographs
Organize scene photos, vehicle damage, injuries, and supporting visual evidence.
Medical Bills
Track invoices, provider charges, treatment costs, and billing documentation.
Client Correspondence
Centralize letters, emails, notices, and important client communications.
Closing Documents
Archive settlement agreements, releases, closing letters, and final case documentation.
Maintain Visibility Into Document Activity
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 creation history — user and timestamp
- ✓ Package sent — delivery confirmation
- ✓ Client viewed — exact time and IP logged
- ✓ Documents opened — individual tracking
- ✓ Signature events — timestamp and IP
- ✓ Completion records — 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 client 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 client — IP: 127.0.0.1
Signed PDF emailed
16 Jun 2026 20:59
Copy sent to client email automatically
Everything included
Included in Documents & E-Signatures
Not a basic file uploader. A complete plaintiff document operations system.
Generate. Sign.
Manage Every Document.
Create legal documents, automate templates, collect electronic signatures, search every file instantly, and organize your firm's entire document library from one secure platform.
No credit card required · Setup same day · Cancel anytime