Financial services firm Sedulo has improved its client onboarding and deal closure processes by adopting Doc2, a document management platform. Previously dependent on manual document creation and signing, Sedulo faced delays that impacted client responsiveness.
Josh Perry, partner R&D tax at Sedulo, commented on the efficiency brought by Doc2: “It’s a really simple way to share documents with clients and receive them back with minimal delay.”
Before integrating Doc2, Sedulo’s workflow included manually amending Word documents for each client contract, converting these into PDFs, and emailing them for signatures. Clients had to print, sign, scan, and return these documents, a process that introduced delays and was impractical for those without access to printing and scanning facilities. This method often added days or weeks to the deal signing process.
Doc2 has transformed Sedulo’s approach to document management by streamlining the creation and execution process. The platform’s intuitive interface and efficient eSigning capabilities have significantly reduced the time taken to complete and execute documents. “It would be fair to say we’re shaving 4 to 5 days from the engagement process by using Doc2,” Perry noted.
