Agreement Portal

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Client:

Prominent US

Industry:

Legal

Core technologies:

Adobe SIgn, Laravel, MYSQL,

Country:

USA

About the Client

Our client, a prominent US-based law firm, specializes in providing legal representation and services across diverse practice areas. They manage multiple clients and attorneys, ensuring efficient onboarding and client retention.

Problem

The client faced a manual, time-consuming onboarding process, risking client loss due to slow agreement handling. They needed a streamlined system for attorney assignments, efficient management of trust and operating accounts, and support for multi-party digital signatures to ensure quick and compliant agreement finalization.

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Solution

We developed a comprehensive Retainer Agreement Portal tailored to the law firm’s unique needs. This solution included:

  •   Wizard-Based Agreement Creation - : A step-by-step interface allowing the back office to quickly create retainer agreements
  •   Integration with Existing Systems -HRMS Integration and Case Management System Integration.
  •   Digital Signing with Adobe Sign - Enabled multi-party signing in sequence, ensuring quick finalization of agreements.
  •   Smart Automation -Ensured compliance by directing payments to appropriate accounts as per legal regulations.

Results

The Retainer Agreement Portal transformed the law firm’s onboarding process by:

  •  Instant multi-party agreement signing capability
  •  Reducing Agreement Creation Time
  •  Enhanced Efficiency and Accuracy
  •  Improved Client Experience
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Our clients journeys

Who we are

Tealorca empowers businesses worldwide with innovative IT solutions and 24/7 support. With a decade of expertise, we design scalable and efficient technologies tailored to your unique needs—where simplicity meets innovation and excellence.

Our leadership team brings together a wealth of expertise, innovation, and dedication to steer Tealorca toward delivering exceptional IT solutions. With a focus on empowering businesses, they ensure a culture of excellence and a client-first approach in everything we do.

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Why choose us

Products delivered:
150+
Years on the market:
14
Client satisfaction rate:
99%
Awards & certifications:
60+