Adobe Sign Reduces Clientele Slippage
Updated May 10, 2021
Adobe Sign Reduces Clientele Slippage
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Adobe Sign
We use Adobe Sign to send legal documentation to our clients via email so that we may file cases for them immediately without delay. This helps curb the slippage we would experience when sending out paper retainers. Instead of waiting for the clients to receive a paper copy, sign it, and hope they send it back; we walk them the process of signing over the phone and get the documents back immediately.
- It auto-fills client information into legal documents.
- Clients only sign one time and signature is applied to all pages.
- There is an electronic trail with dates documents are sent, received, and returned.
- The home screen could be more simplified.
- It seems like there are too many options for how to send the documents.
- It's easier search tool to find documents that have already been sent or received.
- Increased client retention.
- Less documentation lost or misplaced.
- Detailed records of who documents were sent to.
- Detailed records of when documents were received/signed/returned.
- It's easy to download/forward documents.
We file Social Security Disability Applications electronically on a daily basis. To be able to do this we have to have a signed legal document in hand. Using adobe sign we can email our clients, walk them through the documents, and receive the signed copies back in a matter of minutes. This allows us to move forward with the claim for our client without any delays that would be experienced if we had to send out paper documents. This also provides an email chain with dates and times of the correspondence sent/received.
Do you think Adobe Acrobat Sign delivers good value for the price?
Yes
Are you happy with Adobe Acrobat Sign's feature set?
Yes
Did Adobe Acrobat Sign live up to sales and marketing promises?
Yes
Did implementation of Adobe Acrobat Sign go as expected?
Yes
Would you buy Adobe Acrobat Sign again?
Yes
Adobe Sign Experience
We have the majority of our staff working remotely from home and it has been so easy to train everyone how to utilize adobe sign. Our documents are preloaded so that agents can simply select a legal agreement from a drop down menu. They can then preview that document and prefill as much as possible before sending it to our clients to sign thus ensuring there are no errors.
We have integrated to our case management system so that you can access the documents, view signed documents, and print/scan signed documents.
It has increased the return rate for our retainer documents. We don't have to wait days for something to be received and then signed and returned. Things don't get lost in the mail. Documents don't come back damaged or missing information. It has significantly reduced our slippage rate.
As our company continues to move into a direction of cloud based operation and e-documents, e-signatures are more important to us now than ever. Having a program that's able to be integrated into other widely used software ensures that most of clients will have the capabilities needed to sign an electronic document with ease.
Using Adobe Sign
60 - Everyone in our organization uses adobe sign. Our intake department who qualifies clients and gets retainers to be able to file applications uses it daily. Our medical records department who may need updated HIPAA forms, medical records, etc. use it daily. Our case managers who may need updated legal forms will use it daily. Our attorneys and partner attorneys that join us for hearings via teleconference use it daily.
2 - We have an in-house IT team to help with any type of trouble shooting we may experience.
- legal retainers signed by clients
- medical records department
- on the fly legal documents
- we have cataloged all of our legal retainer docs in adobe sign
- ease of access for on the go (when attorneys are in court, etc)
- having employees sign documents for employment, insurance, taxes
- getting permission for background/credit checks
Evaluating Adobe Sign and Competitors
- Price
- Product Features
- Product Usability
- Product Reputation
- Third-party Reviews
Product features were the most important factor in this decision because we wanted a product that we would be able to use in all of the facets of our business.
I wouldn't.
Adobe Sign Implementation
- Implemented in-house
Change management was minimal - We have an in-house administrator for our CRM that worked with adobe to inegrate.
- testing the product inside of our CRM
Adobe Sign Training
- no training
Not only was I able to learn the product without training, I was also able to create training materials for my team and show them how to use it as well.
Configuring Adobe Sign
No, I was not involved in the configuration process.
No - we have not done any customization to the interface
No - we have not done any custom code
Adobe Sign Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Immediate help available Support understands my problem Support cares about my success Quick Initial Response | None |
When we integrated adobesign with our CRM they had a support specialist work through it with our administrator so everything went smoothly and worked properly after integration with no issues or errors.
Using Adobe Sign
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- prefilling and reviewing documents
- preloading documents
- managing teams
- searching for documents or files
- workflows
- canceling and outstanding document
Yes, but I don't use it
Adobe Sign Reliability
Integrating Adobe Sign
- Microsoft Outlook
- Salesforce
- Litify
It was very easy for our IT team to integrate the program.
- RingDNA
I am unsure if RingDNA supports adobe sign at this time.
- File import/export
- API (e.g. SOAP or REST)
- Javascript widgets