Practical playbook for solo attorneys and small firms: engagement letters, retainer agreements, and discovery review without printing.
Send the engagement letter from your phone right after the consult. The client signs on their phone, the retainer wire instructions auto-attach, and you get the signed PDF in your inbox before they've left the parking lot.
DocFila's OCR handles handwritten exhibits, faxed pages, and 1990s photocopies surprisingly well. Bates-stamp templates are available in Business.
End-to-end encrypted folders (Business tier) keep privileged materials out of any third-party AI processing, including our own. Audit logs are court-admissible under FRE 902(13).