Sedulo's challenges
Before integrating Doc2 into their operations, Sedulo’s teams were bogged down by a cumbersome document management process.
The firm relied on manually amending Word documents for each contract or letter required from clients. These documents were then converted to PDFs, emailed to clients, who had to print, sign, scan, and send them back.
This not only introduced delays but also posed a challenge for clients without easy access to printing and scanning facilities.
The manual process added days, sometimes weeks, to the deal signing process, impacting the firm’s ability to quickly respond to client needs and start delivering services.
How Doc2 solved these challenges
Doc2 revolutionised Sedulo’s document management process with its simplicity, efficiency, and user-friendly interface. The platform enabled Sedulo’s sales and consulting teams to quickly generate engagement letters for new business as well as manage contract renewals efficiently.
One of the key benefits Sedulo experienced was the significant reduction in time from client agreement to service delivery. “It would be fair to say we’re shaving 4 to 5 days from the engagement process by using Doc2,” noted Josh Perry.
Moreover, Doc2’s scalable plans have proven cost-effective for Sedulo, aligning with their expansion goals across multiple teams and offices.
The platform’s licence-based model offered a more favourable pricing structure compared to competitors’ envelope-based models, making it an ideal choice for a growing firm like Sedulo.
It’s a really simple way to share documents with clients and receive them back with minimal delay.
Josh Perry, Partner, Sedulo
Simple INTERFACE - Intuitive platform that requires minimal training for new staff
5 days SAVED PER CLIENT - Client engagement process streamlined significantly
Scalable PLANS - Plans with features that support business expansion
Link to full article: https://doc2.co/success-stories/sedulo-accelerates-deal-closures-and-enhances-client-onboarding-with-doc2/
