1. Help Center
  2. For Lawyers - Working with your client online

How do I send the Terms of Engagement to my client and receive their acceptance?

Send Participating Lawyer and User terms to your client for their acceptance

You and your client agree you will provide your legal services to them through the Qase platform.

Send your client the Participating Lawyer and User Terms.

Go to Case Details > Agreement

View the Terms:

Send the agreement:

oct 20Your client will receive an email notification asking them to sign into their account and confirm their acceptance. Once accepted you will receive the signed copy: 

oct 20.a

Click to upload addendum documents and share them with the client

oct 20.b