The challenge
Sharing the same document management hurdles as many other growing firms, Pilkington Law Firm struggled with inefficient and laborious document handling processes. Traditional techniques of managing client agreements and invoicing were not only time-consuming but also draining valuable firm resources.
The solution
With their focus on improving client interactions and streamlining document workflows, Pilkington Law Firm integrated PandaDoc into their operations. The advantages of features like document automation and seamless eSignatures offered by PandaDoc helped transform their paper-laden processes to a digital approach.
Choosing PandaDoc over traditional methods
Pilkington Law Firm provides specialized legal services, guidance and application support to those around the world who wish to apply for immigration. Before adopting PandaDoc, managing Client Agreements and Invoicing was an exhausting process. Their traditional methods were slow and consumed valuable resources.
Pilkington Law Firm implemented PandaDoc to help them go paperless and improve productivity. Brian and his team knew the switch to a paperless process would save valuable time, but he also hoped to eliminate redundant steps and errors.
The Potential of PandaDoc Features
One of the standout advantages of using PandaDoc has been the availability of document templates. For Pilkington Law Firm, customizing agreements or invoices has become a matter of minutes instead of hours or days, thanks to the ease of creating documents right from within PandaDoc.
Further, PandaDoc’s CRM integration with HubSpot has become an indispensable tool for the firm’s daily operations. Their team can progress their documents right from within HubSpot which greatly contributes to the firm’s productivity, reducing the need for manual paperwork and allowing the team to focus on client relationships, rather than being bogged down with administrative tasks.
5x Turnaround time and 62% error reduction
The adoption of PandaDoc has significantly enhanced overall productivity at Pilkington Law Firm. They have improved their document turnaround time by 5x, reduced errors and saw a productivity improvement of 63%. Their newfound efficiency has improved their response times to clients, boosting client satisfaction, and has allowed the firm to focus more on their core legal work rather than on administrative tasks.
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"PandaDoc has allowed our law firm to seamlessly manage the Client Agreements and Invoicing. This has resulted in quicker turnaround times on executing at this stage, and beginning the application. Allowing the client to digitally complete the documents has saved significant time and effort on both ends. We love it!"
