Sending documents to a client
The portal, e-signature, and signing instructions.
Open the matter's Documents area, complete the review gate, and choose the versions to share. The client portal receives those specific versions; a later redraft does not silently replace an executed record.
The portal shows the documents, plain-English plan summary, and state-specific execution checklist together. Documents that require witnesses, notarization, or wet signatures are not treated as complete merely because they were viewed online.
After a redraft, review the replacement and share it intentionally. Estateur preserves the earlier version and records the delivery event in the matter history.