Send costs agreements and letters of engagement for signature. Request the documents you need to open a matter. Share sensitive files and reuse approved PDFs, without relying on long email threads.
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Send the costs agreement and disclosure, then request the client documents you need before the file can move.
Signed PDFs, client uploads, and shared documents stay with the request they belong to. You can download them into the file store where you keep the matter. They can stay there for as long as your retention obligations require.
Keep approved costs agreements, terms of engagement, authorities to act, and client consents ready for the next retainer.
Most practices put costs disclosure and a costs agreement in front of the client before the work starts. What has to be disclosed, and when, depends on the matter and on where you practise. The Legal Profession Uniform Law applies in NSW, Victoria and Western Australia. The other states and territories have equivalent requirements, so check what applies to yours. Prepare the PDF once, notify the recipients, and keep the signed document and audit certificate together. How a document has to be signed differs by document type and by jurisdiction. Take your own advice on documents that have to be witnessed, sworn or affirmed.
Give the client one checklist for identity documents, correspondence, evidence, or the conveyancing paperwork you want in hand. Do it well before you lodge through an electronic lodgement network such as PEXA or Sympli.
Send a brief to counsel, a settlement statement, or a draft on a controlled link. You can set an expiry, view limits, and optional access checks. The document goes as a link, not as an attachment sitting in an inbox.
Clients can sign, upload, complete, or access the requested document. They do not need to create an account or find their way around your practice's internal Vukorix workspace.
Recommended Vukorix tools: E-Sign · Secure Receive · Secure Share · Document Library
Yes. E-Sign can send costs agreements, costs disclosure statements, letters of engagement, authorities to act, and other PDF documents for signature. Requirements differ by document type and by state or territory, so take your own advice on documents with special execution requirements.
For most recipient tasks, no. Clients open the link to sign, upload, complete, or access the requested document.
Yes. Secure Receive can collect certified copies of identity documents and other client-supplied files.
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