Seamless Integration with
DocuSign
You can now use DocuSign to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world.
Watch this video
Watch our video the see DocuSign e-Signature in action
Integration with
CaseLoad
You can now send documents out for signature in seconds, to single or multiple signers and even use Smart Events or workflows to automate a whole package of documents on the one action.
- DocuSign e-Signature is now available right across our CaseLoad application
- Use DocuSign and CaseLoad Smart Events to create new client onboarding packages where they can sign your TOB, upload ID and you can start working on their matter quickly and easily.
- Easily create DocuSign documents via Document Creation Wizard.
- Documents are automatically sent to DocuSign for client and 3rd party delivery.
- Emails are sent to you when clients and 3rd Parties view, and when clients sign.
- Events automatically added when clients and 3rd parties view, sign and complete the documents.
- Events for the file can be automatically populated on viewing, signing, accepting, declining, and completion.
- Add input fields for clients and 3rd parties to interactively fill in — inside the Document itself.
- The completed fields can be automatically saved back to Data Pages on completion.
How will you use DocuSign?
Create the perfect customer experience with e-signature in CaseLoad.
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence. DocuSign keeps your matters moving forward.
Use DocuSign e-Signature for:
- Sales contracts
- New hire documentation
- Invoice processing
- Purchase orders
- Expense reporting
- Vendor agreements
- Internal compliance
- NDAs
- Letters of intent
Onboarding new clients
65% are onboarded using e-signature in less than 2 hours.
We partner with…
The Law Society of Scotland’s e-Signature Guide
This guide will provide assistance to members on the electronic signing of documents, covering the relevant law and potential risks. With increasing numbers of people working remotely, organisations are updating their procedures for how documents and contracts can be signed and concluded.
Benefits of using CaseLoad and DocuSign
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Accelerate Speed-to-Results: Documents get completed and signed error free in minutes, radically accelerating cycle time to generate results – and revenue – sooner
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Accurate & Secure Transactions: Collect data electronically and automatically update information in existing systems – eliminating the need to rekey data. Everything stays legal and visible with a complete audit trail
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Reduce Operating Costs: Reduce employee time spent preparing, sending, tracking, reconciling and handling documents, and eliminate paper, ink, printing, faxing and mail costs
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Delight Clients: Provide customers with a great experience with the convenience of anywhere, anytime, any device access for completing documents – including mobile
