How James Brearley improved their online application process with Legalesign

The Challenge

James Brearley, an investment management and dealing services provider, was facing challenges with their online application process. Employees were spending too much time handling forms and administrative tasks, leading to frustration, delays, and errors. To automate the process and improve the signer experience, they turned to eSignature.

Choosing Legalesign

Paul Fisher, IT Manager at James Brearley, chose Legalesign eSignature for its user-friendly interface, quick setup, and customisable features. Legalesign worked closely with the team to understand their needs and smoothly integrated the solution into their workflow.

The Solution

Paul Fisher said:

We use it all the time for our online application service. The setup and integration with our processes were very simple, and you are up and running in minutes.

He added:

Legalesign continuously updates the service, incorporating features I had suggested, which enhance our operations even more.

A significant improvement has been the use of Direct Links. Clients can now access forms directly through a simple link, eliminating the need for operators to manually send email links. This expedites the signing process and reduces the administrative burden.

Customisable Teams allow each department to maintain branding and compliance. They can tailor forms with their own branding, logos, and text. This not only provides clients with a personalised signing experience but also makes it easier for employees to quickly locate the correct documents.

Creating multiple dropdown lists for country codes across different forms was time-consuming and repetitive. Now, with Legalesign's field format for country codes, users can select them directly from the field selector. This not only saves time but also standardises data input, output, and import into James Brearley's systems.

The Results

Since implementing eSignatures, applications have been processed faster, and the signing experience has improved.

For James Brearley, this has resulted in:

• Reduced data errors: Direct links and the country code dropdowns have minimised the chances of data errors that could arise from manual entry.

• Faster form completion time: Clients can quickly select options without needing to type them multiple times on each form.

• Client satisfaction: Feedback has been positive, with no concerns or issues raised by clients, indicating high satisfaction with the new system.

To learn more about how your organisation can improve its online application process, while ensuring compliance and enhancing client satisfaction, contact us.