ProperFile is designed to fit the needs of Lawyers in all practice areas.
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5800 S Eastern Ave, Suite 500, Commerce, CA 90040
+1 (800) 303-4522
info@properfile.com
Store documents, create document templates or have your clients sign any PDF file with our Legal Document Management Software
A simple but powerful tool to keep your clients files organized or obtain client signatures by creating document templates or simply upload a PDF file using placeholders to obtain client information or signatures.
Document Management Software
Document Storage: Store client files including pdf’s, video or audio. Firm’s clients can also upload documents directly to their profile using the client portal.
Document Templates: Create custom document templates, including retainers and other forms, and reuse them for all your clients. Clients can securely access, review, and electronically sign documents through the portal.
Document E-Signatures: Upload PDF documents and send them to clients for secure electronic signature—eliminating the need to print and scan signed copies. Signed documents are automatically saved to the client portal, and clients receive a copy directly by email.
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Frequently Asked Questions
How many documents can I store for each client?
You can store as many documents as you want per client.
How do client access documents for review and signature?
Our software will e-mail your client a link with an access code which will allow the client to access the portal to view and sign any documents.
Will my client received a copy of any signed documents?
Yes, your clients will receive a copy of any signed documents to their e-mail address once a document is signed or documents can also be viewed and downloaded from the client portal.
Will I be notified once a client signs a document?
Yes, you will receive an email notifying you that a client has signed a document to the e-mail you have specified in the Preferences section in the Administration Panel.