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March 26, 2024

How Legalesign Supports Customers During Implementation

Integrating new technologies or platforms at an Enterprise level demands not only a comprehensive implementation guide but also a commitment to great support, scalability, security, and customisability. We prioritise a seamless eSignature setup process that aligns with your organisation's specific requirements and are dedicated to providing the best support that makes the transition smooth and easy.

This blog outlines our straightforward, five-stage eSignature implementation strategy for Enterprises, ensuring customers receive full support from start to finish.

Stage 1 - Understanding the Customer

First, we dive deep into your needs and processes. By working closely with you, Legalesign customises our platform to fit your organisation's specific requirements, ensuring a smooth implementation.

Stage 2 - Set Up and Implementation Plan

Legalesign assigns a dedicated account manager to each new account. Our account managers acts as the primary point of contact throughout the onboarding process, providing a consistent and personalised experience. Rarely are account managers reassigned, thus ensuring business continuity.

Together with your account manager, key steps in this stage may include:

  • Account Registration and Team Creation: Completed via a virtual meeting.

  • Technical Setup: Support from Legalesign's IT team in configuring essential services such as General Data Protection Regulation (GDPR) policies, PDF security settings, and branding options.

  • Workflow Design and Setup: Discuss how to optimise your document processes into Legalesign workflows. This step requires multiple channels, e.g., phone, email, and Microsoft Teams.

  • Template Set Up: Optimising document layouts for electronic use and adding form fields or text tags.

Stage 3 - Training the User

Understanding the scale and diversity of teams within an enterprise, Legalesign offers both group and individual training sessions through platforms like Microsoft Teams, designed to minimise disruption and maximise adoption across your organisation.

Stage 4 - Launch

After training, users access the system, fully prepared to use our eSignature software.

Stage 5 - Analysis and Check In

After launch, the process does not stop. Legalesign remains committed to supporting our customers.

  • Two-Week Review: Shortly after launch, a review meeting is held to optimise workflows and troubleshoot any issues. This process is repeated every two weeks until the workflow is fully optimised and signed off by the customer.

  • Periodic Check-Ins: Regular check-ins with your account manager are scheduled to ensure the ongoing success and optimisation of your processes.

Why Enterprises Choose Legalesign

With a proven track record of supporting enterprises, Legalesign stands out for its commitment to a seamless transition and ongoing optimisation. Our industry-leading support scores reflect our dedication to not just meeting but exceeding enterprise expectations:

  • 92% satisfaction rate for setup.

  • 98% support quality score.

  • 93% satisfaction for ease of administration.

Legalesign's customer service is built on a Partnership Approach, ensuring transparency, accessibility, and best service. With a dedicated account manager for personalised support, we ensure responsibility and responsiveness for your crucial business documents. Our pricing promises long-term stability, delivering continuous value. Our commitment to excellent support is proven by our top ranking in 'Best Support Enterprise' and 'Easiest To Do Business With' in the G2 Winter 2024 Report. We are committed to making the eSignature integration straightforward and beneficial.

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