How A People's Choice Use Our PDF Generation Tools to Boost Efficiency
The legal document preparation service, A People’s Choice has been providing cost-effective, legal document assistance to California residents for more than 35 years. They turned to Logiforms to help them customize legal documents and contracts.
- Website apeopleschoice.com
- Employees 20
- Industry Legal
- Contact Sandra McCarthy
Using Logiforms dynamic PDF generator, we can assemble contracts in half the time. The process works really, really well!
Sandra McCarthy
A People's Choice
Challenge
The firm’s administrative staff dedicated several hours a day to preparing contracts for new bankruptcy cases and creating contracts for the client intake process. In addition to this already time-consuming effort, the admin staff needed to get each new addendum signed and send out receipts for payment.
A People’s Choice decided to automate PDF generation and follow-up processes. They chose Logiforms to help the firm increase the staff’s efficiency at a reasonable implementation cost.
Solution
Sandra McCarthy, the founder of A People's Choice, created an ingenious solution on the Logiforms platform.
Our secretary doesn’t have to pull letters, fill them out, and send them anymore. They fill out one form, select the type of case, whether it’s a new client, addendum, payment receipt, or another client-related document. With Logiforms, our PDFs are automatically assembled and delivered in a personalized email.
Sandy McCarthy
Sandra McCarthy and her staff developed a form that automates a wide variety of time-consuming tasks. The form intelligently generates personalized PDFs and sends emails to customers with personalized content.
This tailor-made solution also allows them to automate their follow-ups and better manage their firm’s workflow. The firm’s staff decided to create another form to streamline the collection of data for clients filing for bankruptcy.
Results
Every computer at A People’s Choice uses the Logiforms solution. It supports a wide range of employee tasks, including contract generation, automated follow-ups, and the new client intake process.
Logiforms has saved us a monumental amount of time. Every legal office should be using this.
Sandra McCarthy
A People’s Choice
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