Servora custom software / First Impressions
First Impressions
Document Collection & E-Signature
Collect signed paperwork and files from clients without the printing and chasing.
Built from
- secure upload requests you send by email or text
- an e-signature tool for agreements and consent forms
- a checklist that tracks what each client still owes you
- automatic reminders to clients with missing items
- a secure database that files everything under the right client
What it does
Document Collection & E-Signature
A guided way to request, collect, and get signatures on the documents you need from clients, all online. It tells you who has completed what and reminds the ones who have not.
How it works
From zero to running
- We set up your standard document requests and signable forms.
- You send a client a single secure link for everything they need to provide.
- The client uploads files and signs from their phone or computer.
- The system tracks who is complete and nudges anyone who is not.
- Every signed document files itself under the right client automatically.
What it is made of
The building blocks
How you use it
In your day to day
- Send one link to gather every document and signature a new client owes.
- See at a glance who still has outstanding paperwork.
- Let automatic reminders chase clients so you do not have to.
- Find any signed agreement later without digging through email or filing cabinets.
Why it pays off
What you get back
Make it yours
Customized to your business
The documents requested, the forms clients sign, and the reminder schedule are all built around your paperwork and process. We can create different document sets for different services and connect signed files to your client records.
Who it is for
Businesses this fits
Document Collection & E-Signature is one of the systems we build for these operators. Open one to see everything else that fits it.
More in First Impressions
Want Document Collection & E-Signature for your business?
Book a call. We map it to how you work, give you a fixed quote, and build it. You own what we build.