Nintex > Case Studies > Captorra Streamlines Client Onboarding with Nintex AssureSign's eSigning Feature

Captorra Streamlines Client Onboarding with Nintex AssureSign's eSigning Feature

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration
Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Consumer Goods
Telecommunications

Use Cases

Predictive Waste Reduction
Time Sensitive Networking

Services

System Integration

About The Customer

Captorra is a leading provider of case and client intake software solutions for the legal industry. Their services are utilized by personal injury, mass tort, consumer, and family legal practices across North America. Captorra revolutionizes the client intake and management processes, enabling firms to adopt systemic nurturing campaigns, resulting in more signed clients. Their intuitive user interface allows users to collect critical client information easily, whether in the office or on the go using a mobile device. As users of Dynamics 365, Captorra required a solution that could seamlessly integrate with their existing CRM.

The Challenge

Captorra, a leading case and client intake software solution provider for the legal industry, faced a significant challenge in their client intake process. The process required signatures on various documents from both parties, which were traditionally printed and mailed. This method was not only time-consuming but also put Captorra at a competitive disadvantage, as the delay often resulted in losing business to competing firms. Additionally, Captorra needed a solution that could seamlessly integrate with their existing CRM, Dynamics 365. Their initial choice, DocuSign, proved to be a limitation due to its off-the-shelf integration with Dynamics. The need for a simple, robust, and quick eSignature solution that could integrate seamlessly with their CRM led Captorra back to the drawing board.

The Solution

Captorra chose Nintex AssureSign as their preferred eSignature solution in 2013. The decision was influenced by Nintex AssureSign's robust integration with Microsoft Dynamics 365 and its renowned customer service. Unlike other solutions, Nintex AssureSign offered a customizable integration with Dynamics CRM, enabling Captorra and their customers to send documents for signature with a single click and keep CRM information updated through bidirectional APIs. The solution also provided a unique SMS/text to sign feature, allowing Captorra to reach consumers without email access on their smartphones. By integrating eSignature into their CRM workflows and legal intake product, Captorra and user law firms were able to reduce new client onboarding time from days to minutes.

Operational Impact

The integration of Nintex AssureSign's eSignature solution into Captorra's CRM workflows and legal intake product has significantly streamlined their client onboarding process. The solution's SMS/text to sign feature has been particularly beneficial, enabling Captorra and its user firms to quickly reach a significant portion of consumers who lack email access on their smartphones. This has given Captorra and its user firms a significant advantage in dealing with highly mobile consumers and those with limited email access. Furthermore, the solution's robust integration with Dynamics 365 has made it easy for Captorra and their customers to use, enhancing their overall operational efficiency.

Quantitative Benefit

90% reduction in mailing costs, from an average of $4,000 per month to nearly $400 per month
Reduced client onboarding time from days to minutes
60% of deals closed with eSign via Text