Previously, Heaton Vences (HV) used six different softwares to create Engagement Letters (ELs). This disjointed process meant creating ELs took up to two hours each. Directors were concerned about the integrity of the EL master template and spent a significant amount of time reviewing each EL for formatting issues.
ELs are now created in a seamless and fully integrated document flow and clients often eSign in a matter of minutes. Directors have been given back multiple hours per week to focus on client delivery and business development.
Before using Doc2
Speed, branding and professionalism are paramount to HV’s clientbase. Previously, HV used six separate softwares and sites to create ELs; Word, Email, Box, Adobe Sign, Companies House and Canva. This disjointed process meant creating ELs took up to two hours. As a result, the task was often pushed-backed, delaying engagement and commencement of work.
The integrity of the master template, was a constant source of worry. The template could accidentally be edited and saved over, causing severe frustration and compliance concerns. Directors aimed for perfectly formatted Word documents; paragraph spacing and branding. Therefore, a significant amount of time was wasted reviewing simple documents to ensure paragraphs were on the same page and that there were no unintended spaces for formatting issues.
The bane of our lives was Engagement Letters and legal documentation. Doc2 has made the difficult documents easy and now I have my life back. Emilio Vences, Co-founder, Heaton Vences.
How Doc2 helped
Since implementation, ELs are now created in a seamless and fully integrated document flow. Data is pulled directly from Companies House, documents are formatted automatically and sent for eSigning with a single click. Each EL is beautifully branded with HV’s logo and cover pages. The directors no longer worry about the integrity of the EL master templates. Due to being stored in the cloud and uneditable when creating new documents means the latest and correct version of the EL is always used.
Beautiful and intuitive eSigning means that clients eSign ELs in a matter of minutes. Ensuring a smooth, professional transition for new clients – building on HV’s ethos of being a technology first business. The significant process improvement has given the directors back multiple hours per week, allowing them to focus on client delivery and business development.
2 MINUTES
Accurate and bespoke ELs are created and in their clients’ inbox in no time at all.
BRANDED TEMPLATES
EL templates are fully branded with HV’s logo and colours per their brand guidelines.
60x QUICKER
ELs are created 60 times more quickly now HV are using Doc2.
Read more about how Heaton Vences saved 2 hours per Engagement Letter.
