Engagements & contracts
Retainers, engagement letters, NDAs, settlements, and multi-party agreements—with signature fields where you place them.
- Engagement and fee agreements
- Releases and settlement schedules
- Confidentiality and vendor contracts
Use case
Legal & compliance teams
Ship professional PDF forms and agreements with version-locked responses, audit-friendly submissions, and output that matches what you designed—not a second layout engine.
Law firms and in-house teams use FileThis.io when presentation matters: multi-page contracts, initials and signatures in the right places, and a clear trail of who submitted what, when, and on which published version of the form.
Pair share links with optional password or sign-in, digital signatures across pages, and encrypted PDFs when deliverables need extra protection.
Submissions you can trace
Filter by date, share link, and form fields. Every row stays linked to the published version the respondent saw—handy for internal review, disputes, and reprints. Submission management →
Draft vs published—no accidental exposure
Collaborate on drafts in the builder; share links serve only the current published version. Editors can use live collaboration on drafts without changing what clients see until you publish.
PDFs that match the builder
Generated PDFs follow the same layout as preview, so pagination and styling stay consistent for filings and client packets. Output can be fillable (AcroForm) for downstream completion in Acrobat. PDF generation →
Common documents
One builder for agreements, intake, and disclosures—reuse templates per client or matter without losing brand and layout control.
Intake & conflicts
Structured questionnaires for new matters, fact gathering, and disclosures—without emailing Word docs back and forth.
- New client and matter intake
- Conflict checks and authorizations
- Consent and acknowledgement flows
Compliance & regulatory
Repeatable formats for disclosures, certifications, and attestations where layout and field order need to stay consistent.
- Policy attestations and training acknowledgements
- Regulator-style structured responses
- Board or committee sign-offs
Firms at scale
Organise by client or matter, control who can edit with resource-level roles, and keep templates consistent across offices.
- Enterprise access & versioning →
- Organisation themes for branded output
- Exports when counsel or auditors ask for data
Why teams standardise on FileThis.io
Layout-faithful PDFs
Preview and export share one rendering path—fewer surprises when counsel or a court expects the document to look exactly as drafted.
Multi-signature layouts
Place signature and initial fields across pages for long agreements and schedules.
Version-linked submissions
Each response stores the published version in effect—supporting review, reprint, and internal QA.
Per-link controls
Separate links for internal tests, clients, and time-bound campaigns—each with its own limits and access rules.
Team drafting
Optional realtime collaboration on drafts while published versions stay stable for respondents.
Enterprise-ready access
Resource-level roles so paralegals, attorneys, and ops see only what they should.
Records, audit metadata, and protection
Submissions capture timestamps, identity (profile or guest identifier), IP, and user agent where enabled, plus a snapshot of the form at submit time. For sensitive PDFs, use optional encryption and per-link overrides.
Audit-oriented fields
- · Timestamped signatures and submissions
- · Respondent identity and request metadata (where collected)
- · Immutable snapshot at completion
- · Form version recorded on each submission
Access & delivery
- · Password or sign-in on share links; login plus 2FA for forms is on the roadmap
- ·Encrypted PDF delivery (open passwords and storage protection) with file defaults and per-link overrides
- · Export and retention workflows you control in your environment
Scenarios
The same platform for boutiques and distributed legal groups—tighten access as you grow.
Law firm
Client-facing agreements
Publish engagement packages, collect signatures, and file responses under the correct matter folder. Optional link passwords reduce link forwarding risk today.
In-house
Vendor & employment flows
Standard templates for NDAs, contractor onboarding, and policy acknowledgements—with consistent PDF output for the file.
Compliance
Attestations & disclosures
Version-locked responses and filters help you pull the cohort you need when questions arise after a campaign or filing.
Solo
One workspace
Keep each client in a project, reuse clauses and layouts, and send one link per engagement without maintaining parallel Word and PDF masters.
Disclaimer: FileThis.io provides form design, collection, e-sign capture, and PDF tooling. Features such as audit metadata and version-linked submissions are built to support serious workflows, but they are not legal advice and may not satisfy every jurisdiction or regulator. Confirm fit with your counsel and policies before relying on them for regulated matters.