Lawyers and other Justice System personnel rely heavily on authorized documents. In recent years, more and more of these documents have become digital to reduce paper waste, speed up sharing, and adapt to the new hybrid or remote work environments seen across the country. With the growth of digital documents came the need for a simple electronic signature solution.

TrueSign is ImageSoft’s proprietary digital signature platform. Internal and external users can sign via email, text, or QR code in real-time, providing legally binding signatures with just a few clicks. Seeing the need specifically for lawyers to have increased access to electronic signing, Worldox – document management powerhouse – formed a strategic partnership with TrueSign.

Listen in as ImageSoft’s Director of Sales and Marketing, John Kenyon, chats with Worldox President, Ray Zwiefelhofer, about the partnership. Learn about why eSigning is so critical in the law sector, and what a recent customer survey from Worldox showed customers care most about in their signature solution.

Topics covered include:

  • How Worldox and TrueSign are working together
  • What current customers are saying about the platform
  • The important features that make TrueSign a stand-out
  • What lawyers need from eSigning platforms
  • And more

To learn more about TrueSign, please visit https://truesign.com/. For questions, comments, or concerns, contact John Kenyon at jkenyon@imagesoftinc.com.

www.truesign.com.      

 

 

 

 

 

Read the Transcript

Steve Glisky:

 

Welcome to the Paperless Productivity Podcast, where we have experts give you the insights, know-how and resources to help you transform your workplace from paper to digital while making your work life better at the same time. 

John Kenyon:

Thank you everyone for joining us today. I’m John Kenyon, the Director of Sales and Marketing at ImageSoft. Today’s host for a very exciting subject, that is a podcast centered around power electronic signature solution TrueSign integrates in and works around our new partnership with Worldox.

I’m joined by Ray Zwiefelhofer today, the President of Worldox, someone who I’ve known for a number of years and has been instrumental in forging the partnership for electronic signature. Ray, it’s wonderful to have you here with me today. Thank you for taking time out of your busy schedule to chat with [00:01:00] us.

Ray Zwiefelhofer:

Thanks for having us, John.

John Kenyon:

So, I’ll just go ahead and kick off. Can you tell us a little bit about the Worldox and TrueSign’s, strategic partnership?

Ray Zwiefelhofer:

As we know, the pandemic has changed lives for everybody. And you know, it started out as this temporarily. Oh no. You know, we have to work from home and just figure this out and, and, and, and a new normal has been created. I think we; we see a lot of law firms that we talked to really want their people to back in. just due to the nature of working together.

You know, attorneys like there, people close to them. But yet, but yet we have many of those same firms who are saying yeah, but we’ll allow flexibility. And flexibility it brings a whole new set of challenges for IT folks, especially at firms, not to mention the, the workflow aspect of, of law.

IT has to work with compliance, and you know, how things get done. And we talk about e-signatures, you know, think about it. What are you going to FedEx and round paper, signatures to everybody’s house? And you know, you signature has been around for a while, but they are really using the e-signatures much heavier than, than they were in the past.

And I think this, this, these new workflow items is important for us as we survey our customers, our resellers to really see what we need to be building in and collaborating partners can collaborate with and Worldox is important that we really focusing items. And I would say next to sharing in collaboration and a document the e-signatures are number two on the client requests for, you know, gotta have this and we have to have certain aspects of this.

John Kenyon:

That’s great. Thank you. Well, since you mentioned it, you know, with so many of the clients and the lawyers working in hybrid environments or, or offsite, how important is electronic signature for compatibility during the video conferencing?

Ray Zwiefelhofer:

Well, I think it’s critical. It’s funny because pre [00:03:00] pandemic, when we done, when we did video conferencing with our customers at law firms even though we are on video, a GoToMeeting or Teams many of them left their camera off. They were camera shy, it’s kind of comical. I wanted them to be on camera and have this dialogue and that has changed drastically and so much so that, hey, let’s just do this demo or this training session. Could we just do a video conference? And it was, you know, it’s kind of another new norm. And as such their customers sometimes corporations, which, which are set for video conferencing many times private say families for trust and estates, et cetera.

They’re getting more flexible on that. And as you can imagine one of the things, we hear a lot is they’re on their mobile device. Their iPhone or iPad, they may not all have computers, you know, and that’s our corporate legal course. So that ability click on in your solution is, is just brilliant.

Scan the screen. The customer can do it real easy, and there’s a signature pad that comes up in your iPhone, you know, write your

signature. That is, that is amazing. And it’s very simplified down for kind of ah. I guess a better workflow, more streamline workflow in the process. Oftentimes going to another app on a computer and finding the document and starting to sign with a mouse becomes a little onerous.

So, I think it’s, I’m pretty high in this, there from what I see.

John Kenyon:

With Worldox being the premier DMS solution for law firms. How are you planning to integrate the TrueSign signature capabilities into your platform? And to the customer’s workflows? Can you talk a little bit about that?

Ray Zwiefelhofer:

Sure. I think I think it’s extremely important two aspects of e-signatures built theres probably more than that, but there’s a couple of initial ones.

And that is an easy we call it right-click but a easy, send to new signature platform. So, the attorney, secretary, paralegal will select a document, a finalized PDF, let’s say and then they will send that to the platform for signature. They ease of course, of which to add signatures is it needs to be built into platforms such as TrueSign.

And then the second part of that which is critical for a law firm and workflow is the retrieval of that document back into the matter. So, so you have a signed document there along with audit trail material, meaning here’s the factual statement and audit trail. And legally binding enough what was signed when it was signed by, by who?

And it’s, it seems simple, but there’s a lot of complexities there. But that whole little world. Much like we do with Microsoft work, you open from Worldox goes into Word, you do your editing, you save, it goes back into Worldox. You have a version control. If you share it or email it, there’s a versioning in a audit trail around what happens to that document.

So same is true with e-signatures and surely you could use it [00:06:00] without that, but that’s, that’s, you know, very high in the client demand list.

John Kenyon:

Right. Well, you mentioned that client demand lists. I know you recently sent out a survey to your customers, asking them what they think is most important when it comes to electronic signatures.

Can you give us some insight into the results that came back?

 

Now I would, I would say, you know, contractual in larger law, you, you, different cases you’d have many more signatures and, and signatures on. But, but even, even a small firms, there’s some type of document that’s coming back and forth. That needs sign. So that, that was up the first of, I guess snapshot there. The next is how they use the e-signature. And we all know we have internal you know, maybe expense reports or law firms will have on pre-bills that they sign off on to make sure that counting them and their clients correctly. So here again two-thirds or 65% use it for external client signatures.

Which you know, was probably be about norm. I figured that would be a lot. And then the remaining third which I thought was higher than normal used it for internal signatures, just for getting signatures for free bills and other things, but then the, from there, so that those are some good numbers there.

And, you know with your solution, we don’t really care what they use it for. So that doesn’t matter. It doesn’t matter in the long run. Now, share that in a minute. And you know, there’s, there’s, you know, which solutions and other things that we won’t get into the details there, but the top on importance levels of what the program does for your firm or what you’re looking for.

And the, the number one on the list was worked seamlessly, seamlessly with DMS. Now, I’d say maybe this is skewed a little bit because we’re asking DMS customers you know, this question as opposed to the whole legal market per se they don’t have a DMS, but that was, that was very high. And then this, that, that works in integrates with, with that solution.

The second one on the list is audit trail sign documents [00:09:00] of a proper audit trail. And being within the DMS, along with those documents. Third tertiary was the licensing flexibility and simplicity. And that’s really important. Now I didn’t realize this until we started our relationship and, and we started talking about, hey, let’s do something.

Let’s do something really cool for, for our customers. I didn’t realize that these other systems I’m mentioning the names, but these other systems out there they, they have caps on signatures. You know, they have different tiers. You know, from a, from a personal tier at 25 and then the business tier at 45 or 65 and different prices, depending on whether you pay monthly or annually.

And they have I guess envelopes, envelopes and, and signs. And, you know, I started looking into this, as you mentioned to me, man, we, we, we want to be simple here. Right. You know, and I said, I thought that that e-signature from other companies were simple. You buy it. So, they have these limits per firm.

They try to get that firm; you know enough of an average. So that’s you get some, some, I guess some limits there. And, and then I understand, depending on the solution, they actually charge more for additional signatures. If you have two signatures on the counter signing a document, that’s fine. But as you get the third and fourth signature and start routing that more, you actually get pinged for additional cost for these things that that’s not in the upfront, you know, website price, and you see, but it starts to, there’s no asterisks that kind of list that out.

And. Maybe that’s why, you know, this was number third on the list is, is you know, we want simplicity. And then there’s, there’s a few other factors too. Many companies because we, we very rarely make our own integrated solutions. Meaning third parties, case management systems. We work with them very closely.

They develop because they’re a system the Worldox in where they best know their system and they call documents and push documents in the Worldox. And some of these solutions, these third parties that have made these solutions are very pricey. So, you’re not only paying, the signature product pricing, but you’re also paying a monthly or, or a perpetual fee for the actual pool to get them in and out of Worldox.

So that’s, that’s top of the list. So those are just the just the highlights of, of what we found in, in really, it’s, it’s, you know, at the top two integrate with DMS and audit trail and those sort of things we’re on our list with anyway, but the simplicity of licensing and cost-effective solution is as they put in some comments we’re really you know, I guess highlighted there.

John Kenyon:

That’s really interesting. Thanks for sharing that with us. How important is TrueSign’s document library template feature to the Worldox community, have a sense of that?

Ray Zwiefelhofer:

Well, well, yeah, so I we never done a particular survey on that, but knowing how law firms work templates you know, we, we prefer, I guess the legal industry prefers customers to use templates as opposed to [00:12:00] sometimes how they do things now and properties still now and more in the past. Is they take old document and they reuse them, that’s their template? So, they, they did a patent agreement for X firm, and they’ll take and reuse that document or pieces of that document. And if they’re good about scrubbing meta-data and stuff, that’s, you know, that’s okay. There’s

some good meta redaction and metadata companies in the market.

But they’re not always, and you know, you have that stray stuff in the document. So, it’s pretty critical that you use templates for your stuff to get you started. But, you know, templates take a while to set up. So, they’re less used in the market. So, I think that’s high in the list. I personally is. I’ve been doing signatures.

I don’t use templates in the software, but I see law firms using that quite, quite often. And again, I think some of these other companies charge X for, for a template program or to use and save templates. And we just want to make sure this is a all in one solution. Worldox has always been known a value play.

So, the stock call us the cheapest on the market. Don’t like that phrase, but, but we’re a value play. We have, we have a great value for the money. Great feature set. Most, everything in Worldox is included in the product. Our customers kind of expected. And we, we, we want the same to be true for a e-signature program that we work with or, or more, more involved with.

We, we, we have not done a lot of integration for other products. If I feel, if you can get the pricing right. And simplicity and your product is good, definitely. Then it’s worth us putting in a little bit of time to make this a better and a tighter integration because our, our customers will win.

John Kenyon:

Ray, thank you. This has been a wonderful and informative conversation with you. We at ImageSoft are looking so forward to the partnership and progressing this forward around digital signatures integration with Worldox. We, we clearly value the partnership, and we see that it’s going to be something that we think can progress the market further and further.

So. Again, thank you. I appreciate your time. Please check us out at www.Truesign.com and reach out to us. So, this upcoming week, we’re going to be at the ALA annual conference in Orlando, Florida, and in the booth with the Worldox. So please come by and say hi and look at the combined solution.

Steve Glisky:

Thanks again for joining us on this podcast. To learn more about ImageSoft, please visit imagesoftinc.com that’s ImageSoft I-N-C .com if you haven’t already done so, be sure to subscribe to Paperless Productivity, where we tackle some of the biggest paper-based pain points facing organizations today. We’ll see you next time. 

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