I have recently instructed a solicitor on a personal matter and expectedly, was emailed their client engagement letter for my agreement and signature. As it had been emailed in Word format, I found myself frustrated that I couldn’t sign the letter on the go. I had to wait until I got home to print, sign, and return the letter which took at least 5 minutes to do, and this ended up being three days after I’d received it – all avoidable if I could’ve done it when I first received it. Coming from the Visualfiles world, I couldn’t help but think of the awkward client-experience the solicitor had caused me; the client, when there was such a simple fix… an eSignature solution.
Using an eSignature solution (such as DocuSign) can be much easier for clients to sign and return with speed and ease, and when applied directly to Visualfiles, an integrated digital signing solution can make the whole process much more efficient and convenient.
As we know, a quicker turnaround from the recipient, means quicker case progress for the fee earner, all whilst remaining compliant.
The signed document can be automatically uploaded to the digital signature tool from within the workflow. The recipient would then be provided with a link to sign the document. Once signed, the document would be automatically saved into the case history of Visualfiles, and even trigger the next step in the workflow, all without user intervention.
In today’s modern digital world, removing barriers for your clients provides a greater client experience and increases the chances of them returning in the future.
To find out how your business can benefit from adopting eSignature technology, contact your dedicated Account Manager for more information.
About the Author: Laura Wood
Laura joined us in 2023 as a Client Advisor and brings with her 12 years of legal experience, almost a decade of which has been spent working with Visualfiles, both from an end-user perspective and as an inhouse developer. As an experienced Visualfiles specialist, Laura really enjoys inspiring clients and working collaboratively to make the most of their Visualfiles environments, helping to discover the very best solutions suited to their needs.
Outside of work, Laura lives in Dorset with her two cats, she enjoys pub quizzes, travelling and live music. In her spare time, she is by no means switching off, but can be found studying for a degree in Computing and IT.
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