Lead Not Showing as Signed After a Voice AI Signing Call in Eve

Last updated: September 30, 2026

Overview

This article helps when a lead does not show as signed in Eve after a Voice AI Signing call, or when the signed status does not appear in the firm's connected lead system. It applies to leads handled by Voice AI Signing during a live intake call and explains the expected behavior in each case.

Before You Start — Diagnosis

Confirm the following before attempting any fixes:

  • The caller completed signing in DocuSign — the lead only flips to signed once DocuSign records the signature.

  • Whether the signature was completed during the live call or after the call ended.

  • The firm is connected to a supported lead system (Clio Grow, Salesforce, LeadDocket, or SmartAdvocate) if you expect the signed status to sync downstream.

Fixes

Possible Cause: The caller did not sign during the call

Cause: The caller did not complete signing while still on the call, and the agent does not follow up automatically.

Steps: Open the call transcript, where the signing attempt is recorded, and follow up with the caller through your normal process. The lead remains open in Eve and is still pushed to your lead system if you are integrated.

Expected Outcome: The lead stays open in Eve with the signing attempt logged, ready for manual follow-up.

Possible Cause: The caller signed after the call ended

Cause: The signature was completed after the live call ended. Only signatures completed during the live call sync downstream.

Steps: Confirm the signed status and the signed PDF on the lead in Eve, then update your connected lead system manually. Post-call signatures are reflected in Eve but are not pushed downstream.

Expected Outcome: Eve shows the lead as signed with the signed PDF stored on it, and the firm's lead system is updated manually to match.

Possible Cause: Signing did not complete on the call

Cause: Signing did not finish during the call — for example, the signature was not recorded in DocuSign.

Steps: Review the call transcript to confirm what happened. If the failure is unexpected or recurring, contact Eve support through your usual Voice AI support path.

Expected Outcome: The cause is identified from the transcript, and any unexpected failures are escalated to Eve for investigation.