Ultimate Finance: "We chose Legalesign as it provided the best functionality and interpretation of witnessing as per the legal definition"

Ultimate Finance, a leading financial services provider, faced significant challenges in the document signing process before using Legalesign. This was due to the time taken for documents to be physically sent to clients or for the Sales Team to arrange in-person signings. Additionally, there were frequent issues with incomplete or delayed return of scanned documents. Ultimate Finance turned to Legalesign to solve these challenges.

The Ultimate Finance team shares their positive experience with using Legalesign.

What Challenges Were You Facing Before You Started Using Legalesign?

We faced delays between documents being ready for signing and the client receiving the documents, either due to posting or a member of the sales team having to arrange a meeting with the client to get the documents signed.

In addition, there were difficulties with documents being returned – scanned copies were often incomplete, or there could be a significant delay in them being returned via post.

What Features Or Aspects of Legalesign Do You Find Most Valuable?

We find the dashboard of Legalesign very informative, which helps us easily keep track of any signed documents and enables us to provide timely updates to other departments.

There are 6 different departments that use Legalesign, and separate teams on Legalesign means each team only has visibility of their team's document packs.

What Are The Top Three Benefits That Users Gain Using Legalesign?

Customer Experience 

A quicker, smoother, and shorter customer journey when receiving and signing Legal Pack and other facility documents.

Increased Productivity 

Due to a smoother turnaround in terms of onboarding, clients sign quicker; Ultimate Finance saves time and effort as there is no need to post out documents.

Reduced Risk 

There is an auditable record of each document, including who signed, where, date, time, and who witnessed it.

All E-Signed documentation is held electronically – which reduces the chances of signed scanned documents in client folders being deleted in error, and reduces the risk of legal documents being ruined or going astray in external deep storage.

What Factors Influenced Your Decision To Choose Legalesign Over Others?

We evaluated other electronic signing platforms and chose Legalesign as it provided the best functionality and interpretation of witnessing as per the legal definition.

They allowed us to trial its features and functionality before we signed up to ensure it was right for us and from the start the team were extremely supportive.

We were especially drawn to its features of 2FA security on login, GDPR compliance, PDF certification, API integration, and the ability to personalise some of the messages.

The tool is very easy to use once the documents have been made ready for electronic signing. The support team is very helpful and responsive, and they go above and beyond to ensure that our needs are met.

They also provide wide ranging support, including useful videos and links to the Legalesign support articles to further support our users. We appreciate that our change requests have been listened to and acted upon.

Nicholas and the team are always on hand with live demos and advice to ensure we get the best from the system.

How Would You Describe Your Overall Experience With Legalesign?

Our clients find signing much easier and quicker as they don’t need to travel to another location; nor print out and send signed copies back by post. It has also saved us significant time in preparing documents and arranging for them to be signed.

We reduced the time and need for the team to scan in signed documents and save them to our internal document management system. It also reduced the need for external storage.

It makes for a noticeable reduction in our carbon footprint. Our teams have found the tool easy to use and their clients are signing much quicker.

For more information on how your organisation can benefit from Legalesign eWitnessing.