Priya’s immigration consulting firm operated by customising contracts for each client, which became an unrealistic goal as her clientele expanded. This process was time-consuming and inefficient, causing delays and affecting overall firm productivity. Priya needed a digital solution.
Priya had to customise contracts based on her clients’ requirements, which involved making changes to the contract template on Word. This process took anywhere from 30 minutes to an hour, leading to delays and affecting the firm’s productivity.
Once changes were made, the contract was then sent to the client for signature, which involved downloading, reading, signing, scanning, and emailing the document back. This process was outdated and cumbersome, leading to confusion and delays.
As her client-base grew, the influx necessitated a change to her processes; they had to adapt to meet the new demand. Priya was anxious, and she needed a solution fast.
Customizing contracts for each client was becoming an unrealistic goal as our clientele grew. Our slow manual processes led to delays and affected overall firm productivity. I knew we needed a digital solution to adapt to the new demand and improve our efficiency.
Priya found Ezymigrate, which immediately provided a digital solution that streamlined the entire process of customising contracts.
Ezymigrate’s custom forms allowed clients to fill out the required information online, which was automatically merged into the client file.
Ezymigrate’s Auto Agreement Builder took care of customising the contract, pulling the necessary information from the client file and fitting it into the relevant places in the contract.
Once the contract was customised, Ezymigrate’s digital signature feature allowed clients to sign the contract online, with just a click of a button.
Firstly, Ezymigrate’s CRM solution saves a lot of time for the firm, as the entire process can be completed with just a few clicks. Streamlining their processes allows the firm to focus on other important tasks, without having to spend hours on customising contracts.
Ezymigrate became a convenience for their clients, who can easily fill out the custom forms online and sign the contract digitally, without having to go through the hassle of printing, signing, scanning, and emailing the document back.
Handling the entire process, Ezymigrate eliminates extensive manual procedures, from collecting client information to customising the contract and getting the client’s signature. The firm can rely on Ezymigrate to take care of everything, without worrying about the details.
Ezymigrate’s digital solution proved to be a game-changer for Priya’s immigration consulting firm, enabling her to streamline the contract customisation process and improve her productivity.
If you’re facing a similar challenge, Ezymigrate can help you too.
Get in touch with our team at Ezymigrate today to learn how our digital solution can benefit your business.
I’ve always been hesitant about using digital solutions for my business. However, after using Ezymigrate’s digital solution for contract customization, I’m thoroughly impressed. The entire process is streamlined, and I no longer waste hours customizing contracts for my clients.