Third-party payer or organizer
Choose this when the person paying is not one of the signers and you want us to review the package before the signer enters the workflow.
Third-party intake
Send the package before the signer steps in.
Use this when a lawyer, employer, family member, assistant, or other organizer is sending the documents first, handling payment, or keeping the signer from repeating the upload step. We review the package before sending signer-side next steps.
Who this is for
Organizer-first intake for payment or document prep.
Use this form when someone other than the signer is coordinating the matter. That can be a lawyer, employer, family member, business owner, assistant, or court-related organizer who wants us to see the documents and facts before the signer steps in.
Documents can be with us before the signer steps in
This avoids confusing the signer with duplicate upload requests when the file is already assembled by someone else.
Do not use this if one signer is paying
If there are multiple signers and one of the signers is paying, keep using the standard workflow. This page is for a true third-party organizer.
Third-party intake
Give us the package before the signer sees the next step.
Start here when the documents, payment details, or case instructions are coming from someone other than the signer. We can review the file and then send the signer the right follow-up path without making them upload the same document again.
- Best for lawyer-managed matters, employer packets, family coordination, and court-related documents.
- Use this when you want us to see the package first and simplify the signer-side experience.
- If a signer-side follow-up is needed, we can send the signer the correct link after review. The organizer does not complete the signer identity-document check.
Organizer submissions, signer details, uploaded files, and provider event data may be stored in private backend systems for review, audit, support, and workflow operations. Read the Privacy Policy.
Third-party upload
Organizer first, signer second.
Need support instead?