The document changes. The send does not.
A settlement statement, a signed lease, a referral letter — three practices, and one way to get each of them to the person who needs it.
Law
You send the settlement statement to your client's email address as a secure link.
The email carries the link and the document's name — the document itself is not in it.
Held, not emailed
Your client opens the link, views the statement and confirms receipt — no account, no password.
Sent shows the send as Opened when they view it, and as Acknowledged when they confirm, with the day.
Free includes one new thread a month. Unlimited two-way threads, and the file that keeps a matter's messages and documents together, are on the Plus plan. See the plans.
Real estate
A signed lease comes back on Tuesday afternoon, and the tenant needs their copy.
You send it as a secure link, and its row in Sent reads Sent Tue 8/9, then Opened Wed 9/9, then Acknowledged Wed 9/9.
Health
A patient rings the practice for their referral letter.
Your practice manager sends it as a secure link on behalf of the practitioner, and the patient sees the practice's name.
Start with the next one that has to go out.
Create a free account. The free plan sends 10 pages a month.
Start freeFree plan, no credit card.