DocuSign handles the signing step, so the agent's role is to prepare and follow up. After a lawyer approves a document, an agent can prepare the envelope, add the signers you specify and watch the status. It can tell the client when something is waiting for them and tell your team when everyone has signed. The agent does not sign for anyone and does not send a document your lawyer has not approved.
Sending a document for signature is a sensitive action, so we place a human check before it. That can be a lawyer approving the final version or a paralegal confirming the signers. You choose the rule, and we record who approved each send.
Have your standard templates and signing order ready, and decide where completed documents should be stored. If different matter types use different signers, list them. Edge cases deserve attention too: a signer who changes their mind, an expired envelope or a document corrected after sending. We build handling for these with your team.
Decide how you want to handle declined or expired envelopes. A decline may mean the client has a question, so it should reach a lawyer rather than trigger an automatic resend. We build the follow-up so a person sees the exceptions first.