Case Study: Leading Authorities achieves faster contract turnaround—from months to hours—with Adobe Sign

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Leading Authorities streamlines client contract signing process with Adobe Sign integrated with Microsoft Dynamics 365

Leading Authorities, a Washington, DC–based speakers’ bureau and event production firm, struggled with a high-volume, manual contract process that drained staff time and delayed client onboarding. With hundreds of agreements for clients, speakers, and suppliers—often involving printing, scanning, and faxing—the company needed a way to create a professional first impression, simplify diverse contract formats, and integrate e-signatures into its Microsoft Dynamics 365 CRM.

By deploying Adobe Sign integrated with Dynamics 365, Leading Authorities automated e-signature workflows and supported Word and Canva/PDF contract formats, plus features like blind copy and field merges. The solution now processes more than 3,200 contracts a year, cuts contract turnaround from months to hours/days, reduces administrative work by about 20%, improves onboarding, and lets staff focus on building the business and enhancing client services.


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Leading Authorities

Brie Merhar

Leading Authorities


Adobe

1216 Case Studies