Send Retainer

Quickly generate an automated email to send the retainer to your client, complete with a built-in reminder for follow-up. Using Claimvoyance’s integrated DocuSign feature, clients can easily review and electronically sign the retainer, streamlining the onboarding process.

Send Letter of Representation (LOR)

Easily send an automated email with the Letter of Representation (LOR) attached, ready for electronic signature via DocuSign. This feature ensures that clients can securely and conveniently sign and return important documents without delay.

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