E-Documents

Send, sign, and store digital docs directly through ATOM

ATOM’s E-Documents feature allows your firm to collect signatures, approvals, and completed forms electronically without printing or scanning. Keep everything digital, secure, and automatically linked to the right client record.

Schedule A Demo

With E-Documents, you can:

Send Docs Instantly

No printing, no paper

Create and send digital docs directly from ATOM. Clients receive a secure link to fill out and sign documents electronically, keeping the process simple and paper-free.

Automated Tracking

Know exactly what’s been sent and signe

Monitor document status in real time. ATOM shows when a client has opened, viewed, or completed a form, giving your team complete visibility at every step.

Automatic Storage

Keep everything organized

Once a form is completed, it’s automatically saved to the client’s record. No downloads, uploads, or manual filing required — everything is stored where it belongs.

Schedule A Demo

Faster, Smarter, Paper-Free

Streamline Your Document Workflow

E-Documents help your firm move faster and stay organized. Instead of mailing or emailing PDFs back and forth, you can collect everything electronically inside ATOM — saving time, reducing errors, and keeping your files secure.

One System for All Your Forms

Fully Integrated with ATOM

E-Documents connect seamlessly with your ATOM modules for tasks, billing, and the client portal. Every form sent, signed, and stored is automatically linked to the right workflow, ensuring accuracy and efficiency from start to finish.