Challenges Law Firms Face
Client onboarding and engagement letter issuance require time-consuming manual processes.
Multiple email threads, attachments and fragmented systems waste back-office time and increase error risk.
Need for secure storage, e-signing and integration with existing systems like Office 365 SharePoint to maintain regulatory compliance.
The Zegal Solution
Zegal introduced a fully digital engagement letter platform: lawyers can use pre-made templates, customise them, send to clients for e-signature, and automatically file signed documents into SharePoint and the matter-management system—reducing administrative burden while maintaining full compliance.
Pre-Made Customizable Templates
Automated Filing & Integration
Reduced Admin Burden
Key Features for Law Firms
Comprehensive tools designed to streamline engagement letters and client onboarding
Automated Engagement Letter Templates
Pre-set, regulated templates for engagement letters that solicitors can easily customise and use.
Client e-Signing Workflow
Clients receive a link, review and sign the engagement letter online—no attachments, no external software required.
Automatic Filing & Integration
Signed documents are auto-archived into Office 365 SharePoint and sync to the firm’s matter-management system.
Reduced Admin Load for Back Office
Fewer manual steps, less email correspondence and less time spent chasing signatures or tracking versions.
Scalable Platform for Growing Firms
Each lawyer has their own account, pre-loaded templates, and workflows expand as the firm grows.
Compliance & Audit Readiness
Full audit trail of document creation, sign-off, signing and archiving—critical for regulated law-services firms.
Client Success: 360 Law Services
Trusted by law firms operating across the UK, US and Asia-Pacific, specialising in employment, immigration, family law, property law and more.
“Zegal has helped make our visions a reality. The team are easy to work with … The ability to continue adding workflows and adapting the platform to suit our needs is absolutely critical.”
— Robert Taylor, CEO & Barrister, 360 Law Group
The Challenge
- Client onboarding required manually managed engagement letters—leading to administrative delays and risk of error
- Needed a secure, streamlined solution that integrated with existing systems (SharePoint, matter management) and supported e-signature
Operating across UK, US, and Asia-Pacific
Implementation of Zegal
The Results
Hundreds of Hours Saved
Saved hundreds of hours every month through automation.
Improved Client Experience
Faster onboarding and seamless digital signing process.
Standardized Compliance
Established more standardised, compliant engagement letter process.