Case study: how we connect the Signable platform to Proclaim so documents are signed and filed without leaving the case
Overview
Signing paperwork is part of almost every legal matter, yet it is often one of the slowest steps. Printing, posting, chasing and filing signed documents takes time that your fee earners and support staff would rather spend on casework.
Our Signable integration brings electronic signing directly into Proclaim, so the whole process stays inside your case management workflow.
The challenge
Without an integration, signing a document typically means:
Printing the document and sending it to the client, or emailing it and waiting for a scanned copy
Relying on the client to print, sign and return paperwork
Chasing clients who have not responded
Downloading, renaming and manually saving the signed document to the right case
Every step adds delay and administration, and every manual step adds the risk of a document being misfiled or lost.
Our solution
Signable is a secure electronic signature solution. We have integrated it directly with Proclaim, so documents can be sent to clients for signing from within the case, and the completed document comes back automatically.
Clients receive a link by SMS or email that takes them straight to the document. They review and sign on their own device, in their own time. Once signed, Proclaim retrieves the completed document from Signable and saves it to the relevant case with no manual handling.
How it works
Send: A document is sent for signature from the case in Proclaim.
Notify: The client receives a secure link by SMS or email.
Sign: The client opens the document and signs electronically.
Track: Your team can follow the progress of the document throughout the signing process.
File: Proclaim automatically retrieves the signed document from Signable and saves it to the case.
The benefits
Faster turnaround: Clients sign electronically rather than printing, signing and returning paperwork.
Convenient delivery: A direct link by SMS or email takes clients straight to the document.
Reduced administration: No more manually sending, chasing, downloading and filing signed documents.
Automatic retrieval: Completed documents are saved against the correct case without intervention.
Better client experience: A quick, simple and accessible way for clients to review and sign.
Greater visibility: Track progress at every stage of the signing process.
End-to-end automation: From sending for signature to storing the finished document, the process stays within Proclaim.
Why Techedia
We specialise in Proclaim case management development, Power BI reporting, IT support, web development and system integrations for law firms. Our integrations are built around the way law firms actually work, so they fit into your existing processes rather than adding to them. If you work with a third party that’s not connected directly to your CMS, Techedia are here to help.
Want to speed up signing at your firm?
Get in touch to find out how the Signable integration could work for your Proclaim setup.