Adobe Sign Reduces Clientele Slippage
Updated October 28, 2020

Adobe Sign Reduces Clientele Slippage

Shanna Baty | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

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.
Adobe Sign's support is easy to contact and they are quick with resolving issues.
I give Adobe Sign this rating due to its overall ease of use and managing documents. The website is set up for smooth navigation, organization of documents and workflows, and groups/teams. The features for sorting documents and managing staff with permissions to certain documents helps keep everything really organized and things can be searched by key words/tags/etc.
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 Sign delivers good value for the price?

Yes

Are you happy with Adobe Sign's feature set?

Yes

Did Adobe Sign live up to sales and marketing promises?

Yes

Did implementation of Adobe Sign go as expected?

Yes

Would you buy Adobe Sign again?

Yes

Our company also uses DocuSign to text retainers to clients who do not have access to email. It is easy to use as well but does not seem to have the full scope of organizational features that adobe sign offers.
Adobe Sign has made it easy for our clients to understand and sign our legal retainer documents. Because the documents are sent electronically via e-mail, we are able to sit on the phone with our client and explain each page as they scroll through and sign. They are able to sign on any kind of electronic device with their finger, stylus, etc.

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
Everyone in our company is currently using adobe sign. Due to ease of use by our employees and clients we plan to continue using it for a long time.

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.

Adobe Sign Implementation

Implementation was quick and easy. We created in-house training materials for our agents and we have everyone successfully using the product within 24 hours.
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

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

Adobe sign has configured to all of our software that we need it to with no issues.
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

ProsCons
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

ProsCons
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

Adobe Sign Reliability

Anytime I have needed to log into Adobe Sign it has been available. It is being used by all our departments (intake, case management, medical records) at all times of day/night. We share agreements and legal docs with one another with ease through adobe sign.
I have not experienced an application error or unplanned outage with adobe sign since we integrated it.
Adobe sign is very fast. Pages load in real time. When we send/receive docs to/from our clients it only takes a matter of seconds. Once a client applies their signature it can be added to any field within one second. I am very pleased with the speed of adobe sign.

Integrating Adobe Sign

Our IT team was able to integrate easily with no ongoing issues. Once program was integrated, no troubleshooting was experienced.
  • 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

Upgrading Adobe Sign