Verify · Sign · File · Prove
From client intake to the IRS, in one flow.
Screen the client, get the engagement and retainer signed, prepare Form 2848, and keep a court-ready record of the matter.
- 1
Verify
Know who you are dealing with
- AML and KYC identity checks during onboarding
- OFAC and FinCEN screening with BSA-compliant audit trails
- 2
Sign
Agree it and get paid
- Engagement letters for litigation, transactional and advisory matters
- Retainers and settlement payments collected at signing
- 3
File and record
Send it where it has to go
Varies by profession and market
- IRS Form 2848 signed and ready to submit
- Direct e-filing with the IRSComing soon
- 4
Prove
Keep the evidence
- ESIGN and UETA compliant, court-ready signatures
- Tamper-evident audit trail on every signed document
Also included
- Client onboarding packs
- AI contract risk scoring on every document
- Smart field detection
- Clause library
- AI chat: ask questions of any document
- Contract intelligence: renewals and obligations
- Multi-party signing
- Expiry reminders
- Google and Microsoft sign-in
- Outlook add-in: send an email attachment for signaturePlanned
- Word add-inPlanned
- US: W-9 collection and 1099 filingComing soon
Alongside every step
Coming soonSecure Data Rooms
Open a matter room for diligence documents, with a signed NDA before counterparties get in.
Purpose-Built for Legal Work
Every feature designed with US attorneys in mind, from client intake to case completion.
Retainer Collection at Signing
Collect retainer fees at the point of signing. No chasing, no delays — get paid before you start work.
AML & KYC Identity Checks
Built-in AML verification during client onboarding. Full audit trail for every engagement.
Automated AML Screening
Screen clients against OFAC sanctions, FinCEN watchlists, and 3,000+ global PEP and sanctions lists. Continuous monitoring and BSA-compliant audit trails for every matter.
IRS Power of Attorney (Form 2848)
Prepare and collect client e-signatures on IRS Form 2848 in minutes. Direct e-filing with the IRS is coming soon.
Court-Ready E-Signatures
ESIGN and UETA compliant electronic signatures with tamper-evident seals, timestamps, and court-ready evidence packages.
Settlement & Matter Funds
Collect settlement payments and retainers securely at signing. Integrated with your client account workflow.
Engagement Letter Templates
Pre-built engagement letter templates for litigation, transactional, and advisory matters. Customise once, reuse across your practice.
Why US attorneys Choose SignFlow
US law firms use SignFlow Now to onboard clients, collect retainers, run AML checks, and prepare IRS Form 2848 — from engagement letter to signed authority, in one platform.
- ESIGN & UETA compliant signatures
- Built-in AML & KYC identity verification
- FinCEN/OFAC sanctions screening
- Retainer collection at signing
- Prepare & e-sign IRS Form 2848
- Complete audit trails for every document
Matter rooms for confidential documents. Prove who opened them.
Share discovery material, diligence documents and client records without losing control of them. Open a room per matter, require a signed NDA, set expiry, and keep a record of every view for the file.
- A room for every matterOne private room per sale, client file or closing, with folders that match how you already work.
- NDA signed before accessViewers sign your confidentiality agreement first. Nobody opens a document until they have.
- You decide who sees whatInvite by email, set view-only or download, add an expiry date, and revoke access at any time.
- A record of every viewA time-stamped trail of who opened what, kept alongside your signing audit trail.
Get early access
No spam. We will email you once when Secure Data Rooms opens for attorneys.
Matter room: Harlow acquisition
Private room
- Diligence documentsView only
- Client ID and source of fundsView only
- Draft agreementsView only
Activity
- Opened by J. Patel14:02
- NDA signed by J. Patel13:58
Illustration only. Secure Data Rooms are in development.
What attorneys will use it for
- Diligence and disclosure packs for counterparties
- Client identity and source-of-funds documents
- Draft agreements shared for review under NDA
- Closing documents for lenders and other parties
Frequently Asked Questions
Why firms choose SignFlow over DocuSign
| Feature | SignFlow | DocuSign |
|---|---|---|
| Retainer collection at signing | Stripe Connect | Not available |
| AML/KYC identity verification | Built-in | Third party only |
| OFAC/FinCEN sanctions screening | Built-in | Not available |
| IRS Form 2848 e-signing | Built-in | Not available |
| AI contract risk scoring | Claude Sonnet | Not available |
| Price from | $38/month | $45/month |