Clients who never reach the signature page
Confusing legal terms can stall a review long before a signature, and dashboards won't say where.
For LegalTechEvery unsigned contract, abandoned intake form, and delayed case costs time, revenue, and client trust.
Every unsigned contract, abandoned intake form, and delayed case costs time, revenue, and client trust.
DeepSync shows you why.
Clients upload documents, complete intake forms, review contracts, sign agreements, and communicate with legal teams — all while navigating unfamiliar legal language. DeepSync helps LegalTech companies understand where users struggle and build legal products that clients actually complete.
Legal workflow analyticsContract & e-signature insightsClient onboarding intelligenceEnterprise-ready in under 5 minutes
The challenge
Legal workflows aren't difficult because they're legal. They're difficult because they're digital.
Clients review contracts, upload identity documents, complete compliance forms, and sign legally binding documents. Every confusing clause, missing instruction, or failed upload creates friction that delays business.
Document uploads that block onboarding
Unclear format requirements can end client onboarding at the upload step.
Signatures delayed for days
Approval workflows that hide changes cause avoidable back-and-forth.
Compliance forms that feel endless
Long AML/KYC questionnaires with no progress indicator quietly lose users.
The solution
Where DeepSync helps
DeepSync helps LegalTech teams understand the behavioral reasons behind every incomplete workflow, helping firms close matters faster while improving the client experience.
Client Onboarding
The first interaction shapes the entire legal relationship
Replay sessions to understand how clients complete intake forms, verify identities, upload documents, and schedule consultations. Reduce onboarding friction before prospective clients disengage.
- See where intake forms and verification stall
- Identify confusing document requirements
- Reduce onboarding abandonment
Contracts & E-Signatures
Every unsigned agreement delays business
Analyze how users review contracts, navigate redlines, complete approvals, and sign documents. Identify where confusion or hesitation prevents agreements from moving forward.
- See where clients stop reviewing agreements
- Identify friction in approval and signing flows
- Reduce time to signature
Case & Matter Management
Legal professionals spend their day inside complex workflows
Understand how lawyers manage matters, organize evidence, collaborate with clients, and track deadlines. Simplify workflows that consume valuable billable hours.
- See where lawyers lose time searching matters
- Identify scattered information and navigation issues
- Reduce time spent on administrative tasks
Compliance & Verification
Regulated legal processes often require multiple verification steps
DeepSync helps identify where users abandon AML, KYC, corporate filings, compliance questionnaires, and regulatory documentation. Improve completion without sacrificing compliance.
- See where compliance forms lose users
- Identify long sections with no visible progress
- Improve completion while maintaining compliance
On the ground
What this looks like in a real week.
LegalTech scenarios DeepSync teams run into — and how each one gets fixed.
01
Clients never reach the signature page
A contract management platform notices thousands of agreements are opened every week but signature rates continue declining. Session replay reveals clients spend several minutes reading indemnity clauses before closing the document because key legal terms aren't explained.
The platform introduces plain-language summaries alongside legal clauses; completed signatures increase 22%.
02
Document uploads block client onboarding
A law firm's client portal requires identity verification before engagement. Replay sessions reveal prospective clients repeatedly abandon onboarding because accepted file formats and document requirements aren't explained clearly.
The onboarding flow is redesigned with upload guidance and live validation; client onboarding completion improves significantly.
03
AI finds a hidden signing problem
An e-signature platform experiences a sudden decline in mobile completions. DeepSync AI identifies that the signature field becomes inaccessible on smaller devices after rotating the screen.
Engineering releases a fix within hours; mobile signing completion immediately recovers.
04
Business registration takes too long
A company formation platform notices entrepreneurs abandoning incorporation applications midway. Journey analysis reveals users repeatedly leave while searching for required compliance documents.
The platform introduces personalized document checklists before the application begins; application completion increases substantially.
05
Lawyers waste time searching matters
A case management platform sees strong daily usage but poor productivity. Replay sessions reveal lawyers repeatedly switch between client files, court documents, and communication history because information is scattered across multiple screens.
The workspace is redesigned into a unified matter dashboard; average task completion time decreases.
06
Compliance forms feel endless
A compliance platform asks businesses to complete AML and KYC questionnaires. Heatmaps reveal users repeatedly abandon after long sections with no visible progress.
The platform introduces step-by-step progress tracking and automatic saving; completion rates improve while support requests decline.
07
Contract approvals stall
A procurement platform routes agreements through multiple approvers. Replay sessions reveal managers repeatedly postpone approvals because contract changes aren't clearly highlighted.
The platform introduces AI-generated change summaries and side-by-side comparisons; approval cycles become significantly faster.
08
Clients can't find important documents
A legal client portal offers secure document sharing. Replay sessions reveal clients repeatedly contact support because executed agreements are difficult to locate after signing.
The portal introduces a centralized document library with search and filters; self-service usage increases while support volume decreases.
Built for this
Every feature, tied to a real workflow.
Session Recordings
Replay complete client journeys from onboarding and document uploads to contract review, signatures, and matter management.
See the featureHeatmaps
See how clients and legal professionals interact with contracts, forms, document libraries, and approval workflows.
See the featureAI Insights
Automatically identify recurring onboarding issues, document bottlenecks, and signature delays across thousands of legal sessions.
See the featureConversion Funnels
Track client invited through document upload, contract viewed, signature, and matter opened, and know where workflows lose momentum.
See the featureRage Click Detection
Detect broken upload fields, signature failures, and confusing forms before they delay important legal work.
See the featureUser Journeys
Visualize the complete legal experience from client invite to ongoing collaboration.
See the featureWhat leadership tracks
KPIs this team already reports on.
Client onboarding completion
Share of invited clients who complete onboarding.
Document upload success
Share of document upload attempts that complete without error.
Contract view-to-sign rate
Share of viewed contracts that get signed.
Time to signature
Average time from signature request to completed signing.
Compliance form completion
Share of started AML/KYC and compliance forms that finish.
Client portal adoption
Share of clients using self-service instead of contacting support.
Who uses it
One tool, every team, different questions.
Product
Improve client onboarding, document management, contract workflows, and legal collaboration using behavioral insights.
Engineering
Replay workflow failures, upload issues, and signing problems exactly as users experienced them.
Customer Success
Identify clients struggling with onboarding or document completion before they contact support.
Legal Operations
Optimize intake, approvals, compliance, and document workflows to reduce administrative overhead.
Compliance
Monitor regulated workflows while protecting sensitive client information through configurable masking and privacy controls.
Sales
Understand where enterprise buyers hesitate during product evaluations and contract negotiations.
Leadership
Receive AI-powered summaries highlighting adoption trends, workflow bottlenecks, and signature delays.
Fits your stack
Works with the tools you already run.
DocuSignAdobe Acrobat SignClioiManageSalesforceMicrosoft 365Zendesk
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FAQFrequently asked questions.
Services, Operations & Mission-Driven
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