Dear Followers,
I am pleased to announce that our client intake workflow now incorporates Docusign for our client engagement agreements and disclosure! Previously, documents were sent as a link from to approve our scope of work. Whilst this was easy for our clients there were no digital signatures applied to our documents. Now our clients can digitally sign all of their agreements, disclosure and authorities etc with the click of a button. To comply with our new obligations under the Legal Profession Uniform Law Implementation Act 2022 (WA) we have created a customised intuitive questionnaire (sent with the engagement agreement) to test our client’s understanding of our terms and conditions, the effect of cost determinations, service standards, complaint resolution and so on.
The use of DocuSign for these documents means that clients can immediately review and sign documents without the need to find a printer.
In the next few months, we are going to trial digital execution of our other forms, deeds, bank documents and any other documents which do not have legislated formal requirements concerning execution.
Exciting times. #digtialwills?