bonsyyDocuSign Integration
DocuSign automation for law firms
Stop chasing signatures by hand. Bonsyy sends engagement letters and retainers through DocuSign automatically, files the executed copy into your document system, and moves the matter forward the moment a client signs.
What you can automate with DocuSign
- Auto-send agreements: dispatch a retainer or engagement letter when a matter opens in Clio.
- File on completion: when the client signs, save the executed PDF into NetDocuments under the right matter.
- Trigger the next step: create the invoice, update the matter status, or notify the attorney automatically.
- Add an approval: require an attorney to approve before an envelope is sent to a client.
How the DocuSign integration works
- Connect DocuSign securely — credentials are encrypted at rest.
- Trigger from a signing event, a Clio matter, an intake form, or a schedule.
- Chain actions across DocuSign and the rest of your legal stack.
- Monitor every run, with an audit log and full inputs/outputs.
Compliance built in. Every workflow is backed by an append-only audit log, encrypted
credentials, and legal-hold and retention controls.
Frequently asked questions
How do I automate DocuSign for a law firm?
Connect DocuSign to Bonsyy, then build a workflow that sends an envelope automatically — dispatch a retainer when a matter opens in Clio, and when the client signs, file the executed document and notify the attorney. No code required.
Can Bonsyy react when a document is signed?
Yes — a completed signature can trigger the next steps: filing the signed copy into your document system, updating the matter, creating an invoice, or sending an internal notification.