Request Client Signatures Directly in Marble Home

Request Client Signatures Directly in Marble Home

How it works:

1. Go to the client’s Documents page.

2. Click the three dots (…) next to the document you want signed.

3. Select “Request client signature.”

4. Drag and drop the signature box where the client should sign, then click “Next.”

5. Enter a title and (optionally) a personalized message for your client.

6. Submit the request—your client receives an email to sign via our integrated provider.

7. Marble automatically follows up with reminders until the client signs.

8. Once signed, the document auto-uploads to your Documents page with a “-signed” suffix and you’re notified.t receives an email to sign via our integrated provider.

9. Marble automatically follows up with reminders until the client signs.

10. Once signed, the document auto-uploads to your Documents page with a “-signed” suffix and you’re notified.

The result:
Streamlined signature collection means faster case progress and less administrative work chasing down documents. Focus on legal work while Marble handles the logistics and follow-ups.