A client portal with e-signature lets clients upload documents, electronically sign engagement letters and approvals, and communicate with your team — all in one secure place, without printing, scanning, or email. Built-in e-signature removes one of the slowest steps in firm workflows. Risper CRM combines secure document exchange, e-signature, and approval steps in a single branded portal.
Why signing is a hidden bottleneck
Engagement letters, approvals, and authorisations often stall on signatures. Print, sign, scan, email back — or worse, post. Each round trip adds days, and chasing an unsigned engagement letter delays the work and the billing behind it. E-signature inside the portal collapses that delay to minutes.
What an e-signature portal does
It presents documents to the client for electronic signature directly in the portal they already use, captures a legally appropriate signature with a timestamp and audit record, and notifies your team the moment it's done. Combined with document upload and communication, it means the whole engagement-letter-to-work transition happens in one place, fast.
Approval workflows beyond signing
Beyond engagement letters, firms need client approvals throughout an engagement — accounts to approve, returns to authorise before filing, decisions to confirm. An approval workflow in the portal routes these to the client, captures their response with a record, and moves the work forward. No ambiguity about whether the client signed off, and no lost email approvals.
Why the audit record matters
E-signatures and approvals carry weight, so the record behind them matters: who signed, when, on what version. A portal that captures this automatically gives you a defensible record for every signed document and approval — important for both compliance and any future dispute.
How Risper CRM combines signing and workflow
Risper CRM's portal lets clients upload documents, e-sign engagement letters, and complete approval steps, each captured with a timestamped audit record and tied to the client's workflow — so a signature or approval moves the work forward automatically. It's all in one branded, secure, in-region portal, removing the print-sign-scan delay entirely.
Frequently asked questions
Can clients e-sign engagement letters in a portal? Yes — a portal with built-in e-signature lets clients sign electronically with a timestamped audit record, no printing or email.
What are approval workflows? Steps that route accounts, returns, or decisions to the client for sign-off, capturing their response and advancing the work.
Is there a record of who signed? Yes — a good portal captures who signed, when, and on what version, giving a defensible record.
See e-signature in the portal: [Book a Risper CRM demo — demo link].
