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
Prepare the signer workflow in advance
Use this when a lawyer, employer, family member, or another organizer is sending the documents, handling payment, or simplifying the process before the signer steps in.
Who this is for
Organizer-first intake for third-party 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 to give us the documents and facts in advance.
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 being provided by someone other than the signer. We can review the file and then point the signer to the right follow-up path without making them repeat the upload step.
- 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.
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