Store, Template & E-Sign Every Client Document in One Portal
ProperFile keeps every client file organized, turns your retainers into reusable templates, and lets clients review and sign documents securely online — no printing, scanning, or extra software required.
- Store unlimited documents for every client
- Clients sign with an emailed access code — no account needed
- You're notified by email the moment a document is signed
Document Management Software
Everything your firm needs to store, template, and sign documents — all inside one secure client portal.
Document Storage
Store client files including PDFs, video, or audio. Your firm’s clients can also upload documents directly to their profile through the client portal.
Document Templates
Create custom document templates — retainers and other forms — and reuse them for every client. Clients can securely access, review, and electronically sign documents through the portal.
Document E-Signatures
Upload PDF documents and send them to clients for secure electronic signature, eliminating the need to print or scan signed copies. Signed documents save automatically to the client portal, and clients receive a copy by email.
Built Into the Client Portal Your Clients Already Use
Document Storage
Every file lives in one organized place — PDFs, video, or audio — with no limit on how many documents you keep per client.
Client Portal Access
Clients get an emailed link with a secure access code — no account to create — so they can review and sign documents in minutes.
Paired with organized lead management, your firm can move a new client from signed retainer to active case without leaving ProperFile.
Signed & Secure
The moment a client signs, your firm is notified by email — the notification address is configurable in Preferences — and the signed document is saved automatically to the client portal, with a copy emailed to your client too.
Get started today with a free trial
See how ProperFile keeps your documents organized, your templates reusable, and your clients moving from signature to case.
Frequently Asked Questions
How many documents can I store for each client?
You can store as many documents as you want per client.
How do clients access documents for review and signature?
Our software will e-mail your client a link with an access code which will allow the client to access the portal to view and sign any documents.
Will my client receive a copy of any signed documents?
Yes, your clients will receive a copy of any signed documents to their e-mail address once a document is signed or documents can also be viewed and downloaded from the client portal.
Will I be notified once a client signs a document?
Yes, you will receive an email notifying you that a client has signed a document to the e-mail you have specified in the Preferences section in the Administration Panel.