Legal agreements without the busywork
Engagement letters, retainer agreements, and NDAs — detected, filled, and signed with a verifiable trail.
The Firm will represent the Client in the matter described below. Services outside this scope require a separate written agreement.
AppliFlo fills and routes this letter. It did not draft it.
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Example engagement letter, auto-detected fields
The problem, and how AppliFlo solves it
The problem today
- Paralegals re-key client and matter details into every engagement letter and retainer agreement.
- Building e-sign templates for each agreement type is slow and brittle across practice areas.
- Demonstrating a complete, tamper-evident signing record for the matter file takes effort.
How AppliFlo solves it
- Auto-detect fields on any engagement letter or retainer agreement — no template per document type.
- Fill client and matter data from your connected source automatically.
- PAdES signatures and a full audit trail make the record verifiable for the matter file.
In practice
An attorney uploads an engagement letter and NDA once the conflicts check clears. Client and matter fields fill automatically, the documents route to the client then counsel for signature in order, and the firm retains a cryptographically verifiable record of every signature attached to the matter.
Filled — Client name pulled from the matter record.
Formatted — “2026 143” normalized to the firm’s matter-number pattern.
Overflowed — flagged — The scope clause is too long for the box. The attorney decides what goes here.
Skipped — No co-counsel on this matter, so it stays blank — and says so.
AppliFlo fills and routes agreements — it doesn't draft them or provide legal advice.
Feature by feature
Every line below maps to a capability AppliFlo ships today. Anything still in progress is labeled as roadmap.
- Auto-detect fields on engagement letters and NDAsField auto-detection
Upload any engagement letter, retainer agreement, or NDA and AppliFlo finds the client and matter fields — no template per agreement type.
- Fill client and matter data from a CSV exportCSV import
Client name and matter number fill in from a CSV export of your practice-management system.
- Roadmap: sync matter data from your PM systemRoadmap: practice-management sync
Pull client and matter data directly from your practice-management system instead of exporting a CSV first.
- Route to client then counsel, in sequenceSequential routing
Sequential routing sends the retainer agreement to the client first, then counsel countersigns once it's back.
- Reminders on a stalled retainer agreementReminders
Automatic reminders keep a client's signature from holding up matter opening.
- A PAdES-sealed record attached to the matterPAdES sealing + audit trail
Every signed agreement is sealed on Cloud KMS with a full audit trail the firm can produce for the matter file — not a substitute for the firm's own legal judgment.