Sending Agreements for Signature

Once a referral is accepted, VerdictFlow generates the fee sharing agreement from your template. This guide covers the signature collection process.

When Agreements Are Generated

Agreements are generated automatically when:

1. You send a referral with fee sharing enabled
2. The receiving firm accepts the referral
3. VerdictFlow creates the agreement from your template

Alternatively, generate manually from the referral detail page.

Reviewing the Agreement

Before Sending

1. Go to Referrals → find your referral
2. Click to open referral details
3. Click the Agreement tab
4. Review the generated document

What to Check

• All variables populated correctly
• Fee percentage is accurate
• Firm names and addresses correct
• No formatting issues

Making Changes

If something needs adjustment:

1. Click Edit Agreement
2. Make text changes directly
3. Save changes
4. Preview again

Sending for Signature

Step 1: Initiate Signing

1. From the agreement preview, click Send for Signature
2. Confirm recipient information

Step 2: Configure Signers

Verify signer details:

Your Firm (Referring)

• Signer name (who will sign)
• Title
• Email

Partner Firm (Receiving)

• Signer name
• Title
• Email (auto-filled from firm profile)

Step 3: Send

1. Click Send Agreement
2. Notifications sent to both parties
3. Status changes to Pending Signatures

Signature Order

VerdictFlow supports two workflows:

Sequential Signing (Default)

1. First party signs
2. Second party notified
3. Second party signs
4. Agreement complete

Parallel Signing

Both parties can sign simultaneously. Enable in agreement settings if preferred.

Tracking Signature Status

Status Indicators

Viewing Status

1. Go to Agreements → Documents
2. Find the agreement
3. Status shown in the list view
4. Click for detailed status

Reminder Notifications

Automatic Reminders

VerdictFlow sends reminders for unsigned agreements:

• 3 days after sending
• 7 days after sending
• 14 days (final reminder)

Manual Reminders

Send a reminder anytime:

1. Open the agreement
2. Click Send Reminder
3. Notification sent to pending signer(s)

Canceling a Pending Agreement

If you need to cancel:

1. Open the agreement
2. Click Cancel Agreement
3. Provide a reason (optional)
4. Confirm cancellation

The other party is notified of the cancellation.

Resending an Agreement

If the recipient didn't receive the notification:

1. Open the agreement
2. Click Resend
3. Update email if needed
4. Send again

Agreement Expiration

Default Expiration

Agreements expire if not signed within 30 days.

What Happens on Expiration

• Status changes to Expired
• Both parties notified
• Agreement can be regenerated if needed

Extending Expiration

Contact support if you need to extend the signing period for an existing agreement.

Completed Agreements

What Happens

When both parties sign:

1. Status changes to Completed
2. Signed PDF generated
3. Both parties receive copy by email
4. Document stored in VerdictFlow

Accessing Signed Agreements

1. Go to Agreements → Documents
2. Filter by Completed status
3. Click to view
4. Download PDF as needed

Document Contents

The signed PDF includes:

• Full agreement text
• Both signatures with timestamps
• Unique document ID
• Audit trail (who signed, when, IP address)

Troubleshooting

Signer Didn't Receive Email

1. Check spam folder
2. Verify email address
3. Resend the agreement
4. Contact support if persists

Wrong Signer Listed

1. Cancel the agreement
2. Regenerate with correct signer info
3. Resend

Need to Make Changes After Sending

1. Cancel the current agreement
2. Edit the agreement content
3. Resend with changes

Technical Issues with Signing

Recommend the signer:

1. Use a modern browser (Chrome, Firefox, Edge)
2. Clear browser cache
3. Disable ad blockers
4. Try incognito/private mode

Best Practices

1. Review before sending - Always preview the full agreement
2. Verify contacts - Ensure signer emails are correct
3. Follow up - If unsigned after a week, reach out directly
4. Keep records - Download signed copies for your files

Next Steps

• Signing Process - How to sign agreements
• Managing Documents - Organize your agreements