In an eagerly awaited announcement, VirtualSignature today confirmed the availability of the integration of its SmartSign application with the P4W Practice Management System.
P4W user firms can, from today, take advantage of this integration which has been developed in collaboration with the integration and development specialists Xperate.
The SmartSign eSignature application is available now and will allow the issue of documents for eSignature from within the workflow of the P4W practice management systems, without the need to go out to another platform.
Engaging with P4W users, the desire to have a seamless experience for case workers to reduce admin time by not going out to other platforms or systems and to reduce the potential for errors has been considered and addressed through this deep integration.
Firms can brand communications received by their clients, providing assurance that the documents to be reviewed, signed and returned are from their legal advisers or firm. The ability to send fast SMS notifications to clients is another significant requirement of many firms and will continue to be a feature with the integration of other key applications developed by VirtualSignature.
The solution encompasses functionality and capability that is far superior to other available solutions in the market and at a more affordable price for firms using P4W.
David Kern, CEO of VirtualSignature, said, “Through this integration, P4W users will now have access to and benefit from one of the most advanced eSignature platform applications, specifically developed for professional firms. We are confident that it will deliver improved efficiency and savings to P4W users as they look to further automate their digital onboarding processes.”
He added, “The modular design of the range of Smart Onboarding applications means that firms can start small and expand as their needs grow or as they look to automate more parts of their onboarding process. The initial SmartSign integration can be built upon to include dynamic, responsive fillable SmartForms and SmartCheck iD-Validate, a remote working application designed to qualify electronic signatures and digitally confirm the identity of clients in seconds. It will also include Right to Work checks, AML (PEP’s & Sanctions) and Source of Funds/Source of Wealth checks.”
As part of the announcement and launch of the SmartSign service, VirtualSignature is offering P4W users 25% free eSignatures if they register quoting code P4WJUL22 and purchase the integrated solution by 30 September 2022.