Client Overview
A rapidly expanding law firm in NYC approached Drensys for help developing a custom intake application during COVID-19 to facilitate remote client interactions. The application needed to provide clients with access to the firm’s services, allowing them to review documents, upload IDs, and digitally sign agreements for enrollment into the firm’s Practice Management Platform.
Challenges
Developing an application that could securely enroll clients, store user data, and create digital signatures presented licensing challenges and high costs. By leveraging the expertise of Drensys’ development team, we created a proprietary e-signature platform, eliminating the need for costly third-party licensing like Adobe. In addition to live e-signature capabilities, Drensys integrated the application with SmartAdvocate, the firm’s Case Management software.
Infrastructure and Automation
Drensys developed a user-friendly web application, integrated directly into the law firm’s website for easy access by both new and existing clients. This progressive web app, optimized for iPad and Android tablets, features a wizard-style intake form with touchscreen digital signature functionality. Staff training was provided to ensure smooth enrollment and ongoing ease of use based on user feedback. All client enrollments sync automatically with SmartAdvocate, creating a client record and securely storing signed contracts in the dashboard.
Application and Database Support
The client has engaged in an Annual Support & Maintenance agreement with Drensys for continuous support and updates to the intake application.
Outcome
The intake application was successfully launched, allowing the law firm to integrate client enrollments directly with their Case Management software. The system offers secure, remote client onboarding, improving convenience, efficiency, and third-party expenses.
Conclusion
With Drensys’ solution, the law firm reduced costs associated with document transportation, late-night client visits, and expensive licensing fees for third-party e-sign platforms. Instead, they received a dedicated, privately managed application at a fraction of the cost of a commercial product. Contact us today to learn how Drensys can help your business achieve similar results.