Case Study: Ricci Law streamlines retainer workflows and audit trail access with ECHO Technology Solutions and BoldSign

Ricci Law cuts audit trail downloads to a single click with ECHO Technology Solutions

Ricci Law, a law firm, relied on the AssureSign integration within Salesforce to manage critical retainer agreements, but a key drawback forced staff to leave Salesforce to download document audit trails. This multi-step process disrupted their workflow. ECHO Technology Solutions was engaged to replace this integration without disrupting their established processes.

ECHO Technology Solutions implemented a custom Lightning Web Component using BoldSign's API. This new solution replicated the familiar AssureSign experience, requiring no staff retraining, and brought the audit trail download directly into Salesforce with a single click. The result was significant time savings on every case and a more flexible, maintainable integration built for future enhancements.

Ricci Law