signature-request

Prepares and routes a finalized document for electronic signature. It runs a pre-signature checklist, configures signing order, and sends the document for execution, and is meant to be used when a contract is in final form and ready to sign or when setting up an envelope with sequential or parallel signers. The skill assists with the legal workflow but explicitly does not provide legal advice, and it reminds the user to confirm the document is final before sending.

The workflow has four steps. First it accepts the document in any format, including a PDF or DOCX upload, a URL to cloud storage or a CLM, or a plain reference such as a previously finalized agreement. Second it runs a pre-signature checklist covering final agreed form with no open redlines, attached exhibits and schedules, correct legal entity names, correct or intentionally blank dates, signature blocks matching authorized signers, required internal approvals, and counsel review. Third it gathers signing details: signers with names, emails, and titles, sequential versus parallel signing order, any internal approval before the counterparty signs, and CC recipients for the executed copy.

Finally it routes for signature. If an e-signature tool is connected, it creates the envelope, sets signing fields and order, adds initials or date fields, and sends. If not connected, it generates a signing instruction document formatted for wet signature or manual e-sign and lists all signers with contact information. The output is a structured signature request summary with document details, a pass/issues check, a signing configuration table, CC recipients, status, and next steps. Practical tips emphasize verifying entity names and signer authority and filing executed copies promptly.