Signature recovery
staff can identify an externally signed document, verify the intended signers, and attach it to the correct engagement.
Legal Engagement Operations
Helping legal teams move signed engagements into the right next step, even when documents are completed outside the usual process.
My role
extended signature recovery and workflow reliability within a Bob.Pro legal-operations application.
The problem
An engagement signed outside the application's normal flow can leave staff reconciling records manually or risk repeating a payment request.
The approach
Extended the engagement workflow to verify external signatures, reconnect them to the right matter, and resume the existing payment process.
What it enables
Gives staff a recovery path for completed signatures, clear signing deadlines, and visible exceptions without making a secondary spreadsheet essential to the workflow.
The work,
and its boundaries.
Payment handoff
reconnects the completed engagement to its existing next step while checking whether that payment step has already been handled.
Clear deadlines
applies an explicit 30-day signing window across document request types so staff do not depend on hidden provider defaults.
Architecture
keeps the application's engagement record as the primary source of truth, with signature providers, payment workflows, and status sheets connected around it.
Exception handling
records incomplete handoffs and secondary sync failures so staff can see what needs attention rather than treating every dependency failure as a failed engagement.
Technology
- Next.js
- TypeScript
- PostgreSQL
- Drizzle
- Inngest
- Xodo Sign
- Sentry
Let’s make your next project workable.
Talk with me about the product, the engineering and the decisions that need to stay with people.