Legal & Financial Services
Your disclosures are only as reliable as each person’s memory.
Law firms, banks, wealth managers and insurers live on client trust and regulatory scrutiny. Every outbound email is part of both.
The problem
Required wording is enforced by memo and hope
In many firms a disclaimer has to appear on every message: privilege and confidentiality notices, regulatory disclosures, standard language about advice. Today that is usually enforced by a policy memo, which means it is only as reliable as each person’s memory.
Meanwhile the signature itself is part of the firm’s professional image. Clients paying premium rates expect it to look consistent and current.
What it costs you
Small gaps become large problems
An associate forwards a privileged document with no notice attached because their signature template is two years old.
An adviser’s email discussing performance goes out without the standard disclosure, and now there is something to explain to a regulator.
A partner’s signature still shows a title from before last year’s promotions, in front of the clients who notice such things.
When compliance asks whether every email leaving the firm carries the required wording, most firms can only say “we told everyone to.”
How emailfooter fixes it
One signature, one disclosure, every person
Set the design and the legal footer once. Every employee’s signature carries it, and only their own details differ.
A legal footer on every signature
Privilege, confidentiality and regulatory wording appears under every signature and can’t be removed by employees.
Titles that stay current
People update their own title, so promotions and practice-group moves take a minute, not a ticket.
One firm, many offices
Offices share one design, with each person’s own phone, title and scheduling link.
A premium, consistent look
Ten layouts and 24 themes in the firm’s colours, with a clean light and dark version.
Share a signature for review
Send a share link to a partner or compliance for sign-off before you roll out.
See rollout progress
The dashboard shows who has copied or installed the new signature.
In numbers
What you can count on
10
professionally designed layouts
24
colour themes, light and dark
16
mail apps with step-by-step install guides
1
place to manage every signature
FAQ
Common questions
Can emailfooter guarantee every email has the disclosure?
It guarantees every emailfooter signature carries it. Because employees install their own signature, the dashboard shows who has done so; it can’t force a mail app to use it.
Who decides what the wording says?
You do. emailfooter provides the place to put it. Have your counsel approve the text.
Does it work for firms with different disclosures per team?
The legal footer is set per company account. Teams that need different wording can be set up as separate company accounts.
Let’s make every email from your team look like one company.
Request a quote and tell us about your team. We’ll come back with a plan and a number that fits.