How to track which clients still owe a signature
Waiting on a signature shouldn’t mean refreshing your inbox every hour. Treat it like any other task in a pipeline.
A three-column board
Notion, Trello, a spreadsheet — whatever you’ll actually open:
- Sent — doc out, waiting
- Nudged — one polite follow-up sent
- Signed / filed — PDF in
03-signed
Each card: Client · Doc name · Date sent · Link to e-sign or email · Next nudge date.
Nudge cadence (productivity, not pressure)
- Day 3: short “checking in — link below”
- Day 7: offer to resend or hop on a quick call
- Day 14: ask if priorities changed; pause the project if needed
Process, not legal. This is about your workflow visibility. It is not legal advice on how to enforce a signature.
Ad slot — in-article
Friday sweep
Once a week, scan the Sent and Nudged columns. Update dates. File anything that came in. Ten minutes, done.